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Patent 2840596 Summary

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Claims and Abstract availability

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(12) Patent: (11) CA 2840596
(54) English Title: SHADOWING STORAGE GATEWAY
(54) French Title: PASSERELLE DE STOCKAGE DE REPLICATION
Status: Granted
Bibliographic Data
(51) International Patent Classification (IPC):
  • G06F 12/00 (2006.01)
  • G06F 13/14 (2006.01)
  • H04L 12/16 (2006.01)
  • H04L 12/66 (2006.01)
  • G06F 17/30 (2006.01)
(72) Inventors :
  • SORENSON, JAMES CHRISTOPHER, III (United States of America)
  • LIN, YUN (United States of America)
  • SALYERS, DAVID C. (United States of America)
  • KHETRAPAL, ANKUR (United States of America)
(73) Owners :
  • AMAZON TECHNOLOGIES, INC. (United States of America)
(71) Applicants :
  • AMAZON TECHNOLOGIES, INC. (United States of America)
(74) Agent: GOWLING WLG (CANADA) LLP
(74) Associate agent:
(45) Issued: 2017-04-04
(86) PCT Filing Date: 2012-06-29
(87) Open to Public Inspection: 2013-01-03
Examination requested: 2013-12-24
Availability of licence: N/A
(25) Language of filing: English

Patent Cooperation Treaty (PCT): Yes
(86) PCT Filing Number: PCT/US2012/044911
(87) International Publication Number: WO2013/003713
(85) National Entry: 2013-12-24

(30) Application Priority Data:
Application No. Country/Territory Date
13/174,505 United States of America 2011-06-30

Abstracts

English Abstract

Methods, apparatus, and computer-accessible storage media for shadowing data stored on a local store to a remote store provided by a service provider. A gateway may be configured as a Methods, apparatus, and computer-accessible storage media for shadowing data stored on a local store to a remote store provided by a service provider. A gateway may be configured as a shadowing gateway on a customer network in response to receiving configuration information. The shadowing gateway may receive reads and writes to the local store. The gateway passes the requests to the local store, and also uploads write data indicated by the writes to the service provider to update a snapshot of the local store maintained by the service provider on the remote store. The write data may be buffered to a write log for uploading, and may be uploaded as blocks according to a block storage format used by the service provider. The shadowing process may be transparent to processes on the customer network. The shadowed data may be used to recover data on the local store.


French Abstract

L'invention concerne des procédés, des appareils et des supports de stockage accessibles par ordinateur permettant la réplication des données enregistrées dans un magasin local sur un magasin distant fourni par un fournisseur de services. Une passerelle peut être configurée comme une passerelle de réplication sur un réseau client en réponse à la réception d'informations de configuration. La passerelle de réplication peut recevoir des lectures et des écritures dans le magasin local. La passerelle transmet les demandes au magasin local, et télécharge également les données d'écriture indiquées par les écritures dans le fournisseur de services pour mettre à jour un instantané du magasin local géré par le fournisseur de services dans le magasin distant. Les données d'écriture peuvent être mises en tampon dans un journal d'écriture pour le téléchargement, et peuvent être téléchargées comme des blocs conformément à un format d'enregistrement de bloc utilisé par le fournisseur de services. Le processus de réplication peut être transparent pour les processus sur le réseau client. Les données répliquées peuvent servir à récupérer les données dans le magasin local.

Claims

Note: Claims are shown in the official language in which they were submitted.


WHAT IS CLAIMED IS:
1. A device, comprising:
at least one processor; and
a memory comprising program instructions, wherein the program instructions are

executable by the at least one processor to implement a gateway process
operable to:
receive, from one or more processes on a customer network, read requests and
write requests directed to a local data store on the customer network, wherein
the
gateway process receives the read and write requests from the one or more
processes on the customer network via a block storage protocol;
pass the read requests and the write requests to the local data store; and
send write data indicated by the write requests to a service provider to
update a
snapshot of the local data store maintained on a remote data store by the
service
provider with the write data.
2. The device as recited in claim 1, wherein the gateway process is
operable to upload at
least a portion of the data stored on the local data store to the service
provider to make the
snapshot of the local data store consistent with the local data store.
3. The device as recited in claim 1, wherein the one or more processes on
the customer
network initiate the read requests and the write requests to one or more data
ports
exposed by the storage gateway on the customer network.
4. The device as recited in claim 1, wherein the gateway process is
operable to perform said
sending the write data to the service provider asynchronously to said passing
the read
requests and the write requests to the local data store and to returning
responses to the
read requests and the write requests from the local data store to the
initiating processes.

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5. The device as recited in claim 1, wherein the gateway process is further
operable to
restore at least some data in the local data store from the snapshot of the
local data store.
6. The device as recited in claim 1, wherein, to send write data indicated
by the write
requests to a service provider, the gateway process is further operable to:
buffer the write data to a write log; and
upload the buffered write data from the write log to the service provider.
7. The device as recited in claim 6, wherein said uploading is performed
according to a data
deduplication technique.
8. The device as recited in claim 1, wherein the snapshot of the local data
store is
maintained on the remote data store by the service provider in a block format,
and
wherein, to send write data indicated by the write requests to a service
provider, the
gateway process is further operable to upload blocks of data modified by the
write data to
the service provider.
9. A method, comprising:
configuring a computer as a shadowing gateway on a customer network according
to
configuration information received from a service provider, wherein a
shadowing
gateway shadows data stored on a local data store to a remote data store
maintained by
the service provider;
wherein, to shadow data stored on the local data store to the remote data
store, the
shadowing gateway is operable to:
receive write requests directed to the local data store from one or more
processes
on the customer network, wherein the shadowing gateway receives the write
requests from the one or more processes on the customer network via a block
storage protocol; and

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upload write data indicated by the write requests to the service provider to
update
a snapshot of the local data store maintained on the remote data store by the
service provider with the write data.
10. The method as recited in claim 9, wherein, subsequent to said
configuring, the shadowing
gateway is operable to upload at least a portion of the data stored on the
local data store to
the service provider to make the snapshot of the local data store consistent
with the local
data store.
11. The method as recited in claim 9, wherein the one or more processes on
the customer
network initiate the read requests and the write requests to one or more data
ports
exposed by the shadowing gateway on the customer network.
12. The method as recited in claim 9, wherein the shadowing gateway is
further operable to
pass the write requests to the local data store, and wherein the shadowing
gateway is
operable to perform said uploading the write data to the service provider
asynchronously
to said passing the write requests to the local data store and to said
processing the read
requests.
13. The method as recited in claim 9, wherein, to upload write data
indicated by the write
requests to the service provider, the shadowing gateway is further operable
to:
buffer the write data to a write log; and
upload the buffered write data from the write log to the service provider
according to a
data deduplication technique.
14. The method as recited in claim 9, wherein, to upload write data to the
service provider,
the shadowing gateway is further operable to upload the write data according
to a Web
service interface of the service provider.
15. The method as recited in claim 9, wherein, to upload write data to the
service provider,
the shadowing gateway is further operable to upload blocks of data modified by
the write
data to the service provider.
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Description

Note: Descriptions are shown in the official language in which they were submitted.


CA 02840596 2013-12-24
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TITLE: SHADOWING STORAGE GATEWAY
BACKGROUND
[0001] Many companies and other organizations operate computer networks
that interconnect
numerous computing systems to support their operations, such as with the
computing systems
being co-located (e.g., as part of a local network) or instead located in
multiple distinct
geographical locations (e.g., connected via one or more private or public
intermediate networks).
For example, data centers housing significant numbers of interconnected
computing systems
have become commonplace, such as private data centers that are operated by and
on behalf of a
single organization, and public data centers that are operated by entities as
businesses to provide
computing resources to customers. Some public data center operators provide
network access,
power, and secure installation facilities for hardware owned by various
customers, while other
public data center operators provide "full service" facilities that also
include hardware resources
made available for use by their customers. However, as the scale and scope of
typical data
centers has increased, the tasks of provisioning, administering, and managing
the physical
computing resources have become increasingly complicated.
[0002] The advent of virtualization technologies for commodity hardware
has provided
benefits with respect to managing large-scale computing resources for many
customers with
diverse needs, allowing various computing resources to be efficiently and
securely shared by
multiple customers. For example, virtualization technologies may allow a
single physical
computing machine to be shared among multiple users by providing each user
with one or more
virtual machines hosted by the single physical computing machine, with each
such virtual
machine being a software simulation acting as a distinct logical computing
system that provides
users with the illusion that they are the sole operators and administrators of
a given hardware
computing resource, while also providing application isolation and security
among the various
virtual machines. Furthermore, some virtualization technologies are capable of
providing virtual
resources that span two or more physical resources, such as a single virtual
machine with
multiple virtual processors that spans multiple distinct physical computing
systems.
[0003] As another example, virtualization technologies may allow data
storage hardware to
be shared among multiple users by providing each user with a virtualized data
store which may
be distributed across multiple data storage devices, with each such
virtualized data store acting as
a distinct logical data store that provides users with the illusion that they
are the sole operators
and administrators of the data storage resources.
Web services
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[0004]
The conventional Web model allows clients to access Web resources (e.g.,
applications, services, and data) via an HTTP client program, such as a Web
browser. A
technology referred to as Web services has been developed to provide
programmatic access to
Web resources. Web services may be used to provide programmatic access to Web
resources
including technology platforms (e.g., applications and services) and data
(e.g., product catalogs
and other databases) hosted on Web-connected computers such as Web server
systems via a Web
service interface. Generally speaking, a Web service interface may be
configured to provide a
standard, cross-platform API (Application Programming Interface) for
communication between a
client requesting some service to be performed and the service provider.
In some
implementations, a Web service interface may be configured to support the
exchange of
documents or messages including information describing the service request and
response to that
request. Such documents, or messages, may be exchanged using standardized Web
protocols,
such as the Hypertext Transfer Protocol (HTTP), for example, and may be
formatted in a
platform-independent data format, such as eXtensible Markup Language (XML),
for example.
BRIEF DESCRIPTION OF THE DRAWINGS
[0005]
Figure 1 is a high-level block diagram of an example networking
environment that
includes an example service provider and an example service customer,
according to at least
some embodiments.
[0006] Figure 2 illustrates an example architecture for and components of a
storage gateway
according to at least some embodiments.
[0007]
Figure 3 is a high-level block diagram of an example network environment
in which
embodiments of a storage gateway may be implemented.
[0008]
Figure 4 is a block diagram of an example network environment that
includes a
storage gateway on site at a service customer network that serves as an
interface between the
service customer network and a storage service on a service provider network,
according to at
least some embodiments.
[0009]
Figure 5 is a block diagram of an example service provider that provides a
storage
service and a hardware virtualization service to customers of the service
provider, according to at
least some embodiments.
[0010]
Figure 6 is a high-level block diagram that broadly illustrates the
architecture of and
data flow in an example network environment in which an embodiment of a
storage gateway is
configured as a cached gateway.
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[0011] Figure 7 is a high-level block diagram that broadly illustrates
the architecture of and
data flow in an example network environment in which an embodiment of a
storage gateway is
configured as a shadowing gateway.
[0012] Figure 8 is a high-level block diagram that broadly illustrates
bootstrapping a
shadowing gateway in an example network environment, according to at least
some
embodiments.
[0013] Figure 9 is a flowchart of a bootstrapping process for a
shadowing gateway, according
to at least some embodiments.
[0014] Figure 10 is a flowchart of a shadowing gateway entering and
recovering from a pass-
through mode, according to at least some embodiments.
[0015] Figure 11 is a flowchart of a method for uploading, updating, and
tracking blocks
from a gateway to a remote data store, according to at least some embodiments.
[0016] Figure 12 is a flowchart of an optimized bootstrapping process
for a shadowing
gateway, according to at least some embodiments.
[0017] Figure 13 illustrates aspects of a storage gateway security model,
according to at least
some embodiments.
[0018] Figure 14 is a flowchart that illustrates at least some aspects
of a gateway security
model during activation, configuration, and operation of a storage gateway,
according to at least
some embodiments.
[0019] Figure 15 is a high-level block diagram of an example networking
environment that
illustrates the service customer and service provider components or entities
that participate in a
gateway activation process, according to at least some embodiments.
[0020] Figures 16A and 16B are process flow diagrams that illustrate
interactions among the
components illustrated in Figure 15 during a gateway activation process,
according to at least
some embodiments.
[0021] Figures 17A and 17B are a flowchart of the activation process
from the perspective of
a storage gateway, according to at least some embodiments.
[0022] Figure 18 is a high-level block diagram that illustrates example
gateway control
architecture that may be employed in at least some embodiments.
[0023] Figure 19 is a flowchart of the method for remote gateway management
using a
gateway-initiated connection and a long polling technique, according to at
least some
embodiments.
[0024] Figure 20 is a flowchart of a method for a gateway control server
to broadcast a
gateway request to its peer servers, according to some embodiments.
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[0025] Figure 21 is a flowchart of an alternative method for getting a
gateway request to the
appropriate gateway control server, according to some embodiments.
[0026] Figure 22 is a flowchart of a method for establishing, monitoring
and maintaining
gateway-initiated connections, according to at least some embodiments.
[0027] Figure 23A is a block diagram that broadly illustrates an
architecture for a service
provider network that includes a gateway proxy plane, according to at least
some embodiments.
[0028] Figure 23B illustrates a gateway control server messaging a
gateway through a
gateway proxy plane, according to at least some embodiments.
[0029] Figure 23C illustrates a gateway responding to a gateway control
server request
through the gateway proxy plane, according to at least some embodiments.
[0030] Figure 23D illustrates ping message exchange for a gateway proxy
plane, according to
at least some embodiments.
[0031] Figure 24 illustrates a general architecture for and data I/O
operations of a cached
gateway, according to at least some embodiments.
[0032] Figure 25 illustrates a general architecture for and data I/O
operations of a shadowing
gateway, according to at least some embodiments.
[0033] Figure 26 is a flowchart of a method for writing to a write log on
a block data store,
according to at least some embodiments.
[0034] Figure 27 is a flowchart of a method for satisfying a read
request, according to at least
some embodiments of a cached gateway.
[0035] Figure 28 is a block diagram illustrating an example computer
system that may be
used in some embodiments.
[0036] While embodiments are described herein by way of example for
several embodiments
and illustrative drawings, those skilled in the art will recognize that
embodiments are not limited
to the embodiments or drawings described. The scope of the claims should not
be limited by
the preferred embodiments set forth in the examples, but should be given the
broadest
interpretation consistent with the description as a whole.
The headings
used herein are for organizational purposes only and are not meant to be used
to limit the scope
of the description or the claims. As used throughout this application, the
word "may" is used in a
permissive sense (i.e., meaning having the potential to), rather than the
mandatory sense (i.e.,
meaning must). Similarly, the words "include," "including," and "includes"
mean including, but
not limited to.
DETAILED DESCRIPTION OF EMBODIMENTS
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[0037]
Various embodiments of methods, apparatus, and computer-accessible storage
media
for providing a local gateway to remote storage are described. Embodiments of
a storage
gateway are described herein in the context of a service provider that
provides, over an
intermediate network such as the Internet, a storage service to one or more
customers of the
service provider. The storage gateway may be implemented as a virtual or
physical appliance
that is installed on-premise at a customer's data center and that acts as a
gateway between the
customer's data center and the storage service. The storage gateway may be
configured as an
interface to and local cache for a primary storage provided remotely via the
storage service
and/or as an interface that shadows primary storage implemented on the
customer's network to
remote storage provided by the storage service. The storage gateway may
present standard data
access interfaces to the customer's applications at the front-end of the
appliance, convert the data
accesses into storage service requests at the back-end of the appliance, and
transfer the data over
the network to the storage service according to the storage service interface.
In at least some
embodiments, the storage service interface may be implemented as a Web service
interface.
[0038] Embodiments of the storage gateway may provide an on-premise
interface to virtually
unlimited, flexible, scalable remote storage provided via the storage service.
The storage
gateway may provide a cost-effective, flexible, and more easily scalable
alternative to
conventional on-premise storage solutions. While the cost of storage devices
may be decreasing,
the administrative and other hardware and software costs of conventional on-
premise storage
solutions have remained relatively constant, or in some cases increased.
Embodiments of the
storage gateway may allow customers of a service provider to lower the total
cost of storage
ownership, passing at least some administrative and other costs to the service
provider.
[0039]
In at least some embodiments, the storage service may store the customer's
data in the
remote data store according to block storage technology. In at least some
embodiments, the
storage gateway may expose block storage protocols (e.g., iSCSI, GNBD (Global
Network Block
Device), etc.), file storage protocols (e.g., NFS (Network File Storage), CIFS
(Common Internet
File System), etc.), and/or object storage protocols (e.g., REST
(Representational State Transfer))
at the front-end to the customer's applications. A block storage protocol such
as iSCSI enables
direct access to the underlying data blocks of the remote data store.
[0040] Files written by an application to a remote data store via file
storage protocols such as
NFS or CIFS exposed by the storage gateway may be stored to the remote data
store according to
block storage technology. Through an exposed file storage protocol such as NFS
and CIFS, the
storage gateway presents the customer's data, stored in the remote data store
according to block
storage technology, to the customer's applications as files before they are
transmitted from the
gateway over the customer network to the customer's applications. The exposed
block storage
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protocol, e.g. iSCSI, transfers the blocks to the customer's applications,
thus requiring the
application to handle interpretation of the data blocks into whatever format
the application
expects.
[0041] A block storage protocol such as iSCSI is a low-level block
storage protocol, and thus
may enable a wider range of use cases than file storage protocols such as NFS
and CIFS. A
block storage protocol may enable support for applications that typically
write to a block store,
such as Microsoft SharePoint and Oracle databases, and may also be
configured to provide
underlying storage for CIFS or NFS file servers. Thus, in at least some
embodiments of the
storage gateway, a block storage protocol such as iSCSI may be employed as the
exposed
interface to customer applications.
[0042] Figure 1 is a high-level block diagram of an example networking
environment that
includes an example service provider and an example service customer,
according to at least
some embodiments. A storage gateway 84 may be installed, activated, and
configured as a
virtual or physical appliance in the service customer local network or data
center (e.g., client
network 80) to provide one or more of several remote data storage
functionalities to customer
process(es) 88 on the client network 80. A customer process 88 may be any
hardware, software,
and/or combination thereof that exists on the client network 80 and that can
connect to and
communicate with the storage gateway 84 via the data protocol of the gateway
84's data ports
(e.g., the iSCSI protocol). The storage gateway 84 may, for example, serve as
an on-premise
storage device and/or as an interface between the customer process(es) 88 on
the client network
80 and a storage service 64 provided by service provider 60. Note that, in
addition to a storage
service 64, the service provider 60 may also provide other services, including
but not limited to a
hardware virtualization service, to customers of the service provider 60.
[0043] A customer of the service provider 60 may be referred to herein
as a service customer
or simply customer, and may be any entity that implements a computer network
or networks,
coupled to an intermediate network 50 such as the Internet, to provide
networked computing
services to one or more users on a local network or network, including one or
more services
remotely provided by service provider 60. A service customer may be a business
enterprise, an
educational entity, a government entity, or in general any entity that
implements a computer
network or networks that provide networked computing services to users. While
Figure 1 shows
a single client network 80, there may be multiple client networks 80. Each
client network 80
may correspond to a different service customer, or two or more client networks
80 may
correspond to different data centers or localities of the same service
customer, for example
different regional offices of a business enterprise or different campuses of a
school system. In at
least some embodiments, each customer of the service provider 60 may have an
account with the
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service provider 60, and may be provided with security credentials (e.g., an
account name and/or
identifier, password, etc.) via which one or more customer representatives
(e.g., a client network
administrator) may log in to interfaces (e.g., Web pages) to the service
provider 60 to manage the
customer's resources provided by one or more services, including but not
limited to a storage
service, offered by the service provider 60.
[0044] Embodiments of storage gateway 84 may be implemented in hardware,
software, or a
combination thereof In at least some embodiments, storage gateway 84 may be
implemented as
a virtual appliance that may, for example, execute within a virtual machine
instantiated on a host
system. In at least some embodiments, storage gateway 84 may be implemented as
a virtual
appliance that may be downloaded or otherwise installed, activated, and
configured on one or
more computing devices such as server systems coupled to a local network
infrastructure at a
service customer's data center (e.g., client network 80). Alternatively,
storage gateway 84 may
be implemented as a dedicated device or appliance that may be coupled to a
local network
infrastructure at a service customer's data center (e.g., client network 80);
the dedicated device or
appliance may include software and/or hardware that implements the
functionality of the storage
gateway 84. Figure 26 illustrates an example computer system on which
embodiments of a
storage gateway 84 may be implemented. In at least some implementations,
storage gateway 84
communicates with the service provider 60 network via an intermediate network
50 (e.g., the
Internet) through firewall 82 technology. Note that the service provider 60
network may also
include front end 62 technology (e.g., firewall technology, border router
technology, load
balancer technology, etc.) through which network traffic from and to
intermediate network 50
passes.
[0045] At least some embodiments of the storage gateway 84 may be
implemented according
to a security model that provides data protection for the customer as well as
protection against
misuse and unauthorized use (e.g., pirating) of the gateway 84 by the customer
or third parties.
Communications between the storage gateway 84 and the storage service 64 may
be secured and
encrypted. An activation process is described later in this document in which
a newly installed
storage gateway 84 initiates a connection with and is identified to the
service provider 60
network to obtain security credentials. In at least some embodiments, during
the activation
process, the customer logs into the customer's account with the service
provider 60 and provides
information to the service provider 60 that is used in registering the gateway
84. However, the
customer does not log in to the storage gateway 84, and therefore the
customer's security
credentials and other account information are not exposed on the gateway 84.
This may
minimize the security risk for the customer.
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[0046]
In at least some embodiments, an aspect of the security model is that the
storage
gateway 84 only accepts externally-initiated connections to one or more data
ports (e.g., iSCSI
ports) exposed to the customer process(es) 88 on the client network 80. The
storage gateway
initiates all other connections to external processes; external processes
cannot initiate any other
connections to the gateway. For example, in at least some embodiments, the
storage gateway 84
initiates gateway management and other connections to the service provider 60;
the service
provider 60 does not initiate connections to the gateway 84. As another
example, a client
network 80's network administrator process 90 cannot directly connect to the
storage gateway 84
to configure and manage the gateway 84. Instead, configuration and management
of the storage
gateway 84 by the network administrator process 90 may be performed through
the service
provider 60, for example via console process 68 on the service provider 60
network. Thus, in at
least some embodiments, a user, network manager, or process (e.g., network
administrator
process 90 or customer process(es) 88) on the client network 80 cannot
directly "log in" to the
storage gateway 84, nor can a user, manager, or process on the service
provider 60 network (e.g.,
console process 68 and storage service 64) or on some other external network
initiate a
connection to the storage gateway 84. This helps protect the security
credentials and other
operational information on the storage gateway 84 from being intentionally or
unintentionally
compromised by persons or processes on the client network 80 or by external
persons or
processes.
[0047] Embodiments of the storage gateway 84 may be installed, activated,
and configured
for use with a storage service 64 to provide one or more of several data store
66 functionalities.
For example, a storage gateway 84 may be installed, activated, configured, and
employed with a
storage service 64 to serve as:
= A file system gateway. In this configuration, the storage gateway serves
as a NAS
storage interface (e.g., using CIFS or NFS protocols) to the storage service
64. The
remote data store 66 may be presented to the customer by the gateway 84 as an
object
store (e.g., REST), while the data store 66 is implemented according to block
storage
technology. In this configuration, the remote data store 66 may be presented
to the
customer as a virtualized file system to which the customer can write files
and from
which the customer can read files.
= A cloud volume gateway. In this configuration, the storage gateway 84
serves as an
interface to volume(s) implemented on remote data store 66 via the storage
service 64.
The remote data store 66 may be implemented using block storage technology.
The
gateway 84 provides local network access points, with the volume(s) on remote
data store
66 (which may also be referred to as a cloud volume) serving as backend
storage that
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provides flexible and essentially unlimited primary storage capacity.
In this
configuration, the remote data store 66 may be presented to the customer as a
cloud
volume system from which the customer can locally mount volumes for reading
and
writing data.
= A shadowing gateway. In this configuration, the storage gateway 84 acts as a
"bump in
the wire" between a customer's applications (e.g., customer process(es) 88)
and the
customer's local data store 86 to provide shadowing of the customer's write
data (e.g.,
iSCSI writes) to remote data store 66 via the storage service 84. The remote
data store 66
may be implemented using block storage technology. In this configuration, the
storage
gateway 84 may serve as a shadowing appliance that shadows the customer's
local data
store to snapshot(s) on the remote data store 66. This shadowing may be
performed
transparently from the perspective of users on the local network. When
necessary or
desired, the customer may request or access snapshot(s) of the customer's data
on the
remote data store 66, for example to restore, recover, or copy portions or all
of the
customer's data from the snapshot(s) to a local store 86.
[0048]
Note that the file system gateway and the cloud volume gateway are similar
in that
both serve as gateways to a remote data store, and both may locally cache
data, e.g. frequently
and/or recently used data. In both the file system gateway and the cloud
volume gateway, data
reads from customer processes may be serviced from the local cache, if
possible, or from the
remote data store if not. In contrast, in the shadowing gateway, data reads
are passed through the
gateway to the customer's local data store. For the purposes of this document,
the file system
gateway and cloud volume gateway may collectively be referred to as a cached
gateway to
distinguish these implementations from the shadowing gateway.
Example storage gateway appliance architecture
[0049]
Figure 2 illustrates an example architecture for and components of a
storage gateway
according to at least some embodiments. Note that some of the components
illustrated in Figure
2 may not be used, or may be used or implemented differently, in shadowing
gateway
implementations when compared to cached gateway implementations.
[0050] Block driver 10 interfaces a customer process 88 with the storage
gateway 84.
generally, block driver 10 allows a customer process 88 to interact with the
storage gateway 84
(e.g., via read/write requests). Since the storage gateway 84 is on-site with
the customer process
88, from the perspective of the process 88 it appears that data is stored
locally. However, the
storage gateway 84 interfaces with storage service 64 to store the data to a
remote data store 66
provided by the storage service 64. For cached gateways, the primary data
store is remote data
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store 66, while frequently accessed data may be locally cached by the gateway
84. Reads may be
satisfied from the local cache or from virtual data storage 66; writes are
handled so as to
appropriately update data blocks in the local cache and/or in virtual data
storage 66. For
shadowing gateways, the primary data store is local data store 86; reads are
passed through to
local data store 86, and writes are shadowed to virtual data storage 66 as
well as being sent to
local data store 86.
[0051]
Block driver 10 intercepts read/write requests from the customer process
88 and
passes the requests to the storage controller 12. In at least some
embodiments, block driver 10
may provide a block storage protocol (e.g., iSCSI or GMBD) as an interface to
the customer
process 88. In some embodiments, instead of or as an alternative to a block
storage protocol
interface, block driver 10 may provide a file storage protocol interface
(e.g., NFS or CIFS) and
may use file system semantics as an interface to the storage controller 12.
Note that, while
Figure 2 shows one block driver 10, there may be more than one block driver.
[0052]
Storage controller 12 acts as a mediator between block driver 10 and
storage via a
cache manager 14. Responsibilities of storage controller 12 may include
forwarding read and
write requests from block driver 10 to storage and callbacks to block driver
10 when storage
responds with data. Block driver 10 may also maintain statistics such as the
number of requests
in progress.
[0053]
In at least some embodiments, storage controller 12 on one storage gateway
84 may
communicate with a cache manager 14 on another storage gateway 84. In at least
some
embodiments, each storage gateway 84 may send heartbeat messages for discovery
and detecting
failures. A consistent hashing may be used to identify the storage gateway 84
that is responsible
for a given object, and the request to get data may be forwarded to the cache
manager 14 on the
target storage gateway 84. The cache manager 14 may respond by invoking a
callback provided
by storage controller 12.
[0054]
In cached gateway embodiments, cache manager 14 may manage a local cache
28
that, for example, provides storage for frequently accessed data.
Local cache 28 may be
implemented on internal volatile and/or non-volatile memory of storage gateway
84, or
alternatively may be implemented at least in part on an external local data
store 86 provided by
the customer. In at least some embodiments, the local cache 28 represents data
stored in the
virtualzied data storage 66; writes from a customer process 88 may not
directly affect the local
cache 28.
[0055]
In at least some embodiments employing multiple gateways 84, a distributed
local
cache may be used, and consistent hashing on keys may be used to identify the
cache responsible
for holding a given key. In at least some embodiments, locality-aware request
distribution may

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be used to reduce communication between the gateways 84, which may require
additional load
balancing.
[0056] All write requests to a given volume in the remote data store 66
may go to a particular
gateway 84 node. Since all write requests for a volume are forwarded to a
particular gateway 84
node, network partitioning may not be an issue.
Staging
[0057] In at least some embodiments, the cache manager 14 may include or
may interface
with a staging 16 component. Staging 16 may include or may have access to a
write log 18. In
at least some embodiments, a data structure may be built over the write log 18
and used as a
metadata store 26. The metadata store 26 may allow quick access to all writes
to a particular
block. The metadata store 26 may, for example, be used in applying mutations
to different
segments within the block. When write data is received from the customer
process 88, the data is
appended to the write log 18. Metadata for the write data relative to a block,
e.g. offset and
length, may be stored to the metadata store 26. In at least some embodiments,
write log 18 may
be implemented as a one-dimensional data buffer implemented as either a linear
or a circular
queue. In at least some embodiments, metadata store 26 may be a key/value
store, for example
implemented as a Berkeley Database. Other implementations of both the write
log 18 and the
metadata store 26 may be used in some embodiments.
[0058] In cached gateway implementations, when a read is performed, the
original block may
be obtained from the local cache 28 or from the remote data store 66, and any
pending mutations
indicated by the write log 18 may be applied before returning the data to the
respective customer
process 88.
[0059] In some embodiments, if a gateway 84 fails (e.g. crashes), in-
memory write data may
be lost unless the data has already been written to the local data store 86.
In some embodiments,
if there are multiple gateways 84 at the customer site, another gateway 84 may
take responsibility
of keys owned by the crashed gateway 84, restore writes from a snapshot on
local data store 86if
there are any, and start accepting requests directed to the respective volume.
In some
embodiments, a write log 18 and/or metadata store 26 may be replicated over
two or more
gateways 84 to provide redundancy and better durability. In case of failure of
the gateway 84,
one of the other gateways 84 may take over the failed gateway's write log 18
and metadata store
26. However, in at least some embodiments, the metadata store 26 may be
maintained only on
the owner gateway 84. In these embodiments, in case of failure of the gateway
84, one of the
other gateways 84 may take over and parse the primary write log 18 to rebuild
the metadata store
26.
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[0060] In cached gateway implementations, block fetcher 22 fetches
required segments of
blocks from remote data store 66 via storage service 64. In at least some
embodiments, block
fetcher 22 may employ a lazy fetching technique to fetch complete blocks for
caching. For both
cached gateways and shadowing gateways, block store 24 pushes data from
staging 16 to remote
data store 66 via storage service 64. In at least some embodiments, block
store 24 may employ a
lazy pushing technique to push the blocks.
[0061] In at least some embodiments, during read operations for cached
gateways, block
driver 10 sends the read request including a volume ID, start offset and
length to storage
controller 12. In at least some embodiments, storage controller 12 may
translate the volume ID
and offset to to an object key. Storage controller 12 may pass the read
request information to
cache controller 14, which may attempt to satisfy the read request from an
appropriate local
cache 28. If the data are not present in the local cache 28, the request is
forwarded to block
fetcher 22, which fetches the data from the appropriate volume on remote data
store 66 via
storage service 64. Once the data is obtained, local cache 28 is updated,
mutations from write
log 18 are applied, and a read response is returned to customer process 88. In
at least some
embodiments, if multiple blocks are requested, multiple read responses may be
returned each
indicating a relative offset for a respective block. In at least some
embodiments, if sequential
reads are detected, sequential blocks may be prefetched.
[0062] In at least some embodiments, during write operations, block
driver 10 sends the write
request including a volume ID and the write data to the storage controller 12
that is responsible
for the volume. The write data is written to the write log 18, and metadata
store 26 is updated to
include a reference to the mutated data in buffer pool 20.
Buffer pool
[0063] In at least some embodiments, a buffer pool 20 resides between
storage controller 12
and local data store 86. Buffer pool 20 may perform one or more of, but not
limited to, the
following tasks. Note that some tasks may apply only to cached gateways:
= Cache data for the logical offsets for write log 18 and local cache 28
from their physical
locations on local data storage device(s).
= Maintaining locks on buffers during read and write operations.
= Applying an eviction technique, e.g. a least recently used (LRU) based
eviction
technique, on the physical storage for local cache 28. Note that this is not
required for
shadowing gateways.
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= For reads in cached gateways, if the requested data is not found in local
cache 28, buffer
pool 20 may communicate with block fetcher 22 to fetch the block from remote
data store
66. Alternatively, in some embodiments, block fetcher 22 may communicate
directly
with storage service 64 to fetch blocks.
[0064] In at least some embodiments, buffer pool 20 may employ a database,
for example a
Berkeley database (BDB), as its metadata store 26. Table 1, shown below, shows
information
that may be stored in a metadata store 26, according to at least some
embodiments. Note that the
entries in Table 1 are not intended to be limiting according to content or
arrangement.
Table 1 ¨ Example metadata store information
Physical Disk/Offset Type Name Offset Last Used
<sdg/xxxxx> F (Free) N/A N/A N/A
<sdg/xxxxx> B (Bad) N/A N/A N/A
<sdg/xxxxx> W (Write log) N/A write log offset <time>
<sdg/xxxxx> S (Snapshot) snapshot ID offset in
volume <time>
<sdg/xxxxx> C (Chunk) chunk ID offset in volume <time>
[0065] In at least some embodiments, the physical disk offset is at a
set boundary, for
example at a 4MB boundary. In at least some embodiments, this includes
boundaries for data in
both the volumes and in the write log 18. In at least some embodiments, the
writes for a specific
volume may be sequential writes, and thus fragmentation on disk may not need
to be considered.
Note that a "chunk" may correspond to a block, or to one or more blocks.
[0066] Note that the metadata store 26 may include both S (snapshot) and
C (chunk) entries,
and these need to be kept up-to-date with the scheme via which the storage
controller 12 attempts
to access blocks. For example, a block may be referred the first time using a
snapshot ID, but
every time after that using the chunk ID. This may be preserved in the
metadata store 26. Upon a
Snapshot Complete, storage controller 12 may refer to the blocks from the
snapshot using the
snapshot ID; hence, the C (chunk) entries in metadata store 26 may be
converted into
corresponding S (snapshot) entries.
Cached gateway operations
[0067] In at least some embodiments, when a read request is received,
the write log 18 entry
or entries for the block are looked up in the metadata store 26. If the read
request can be satisfied
using the write log 18 entry or entries, then all required entries are looked
up in the metadata
store 26, read into buffers, flattened, and the required pieces are returned.
If the read request
cannot be satisfied only using the write log 18 entry or entries, the offset
for the cahce data block
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(e.g., a 4MB block) is calculated from the offset in the read request. The
location of the block is
looked up in the metadata store 26. If the block is in local cache 28, the
block is read from the
local cache 28, and if not it is fetched from remote data store 66. The
required write log 18
entries are fetched as described above, flattened with the block, and and the
required pieces are
returned. If the block is fetched from remote data store 66, the block is
cached to local cache 28
and recorded in the metadata store 26. The last access time for the block in
the local cache 28 is
also updated.
[0068] In at least some embodiments, when a write request is received,
the mutations are
recorded at the next write log 18 offset and the metadata, i.e. offset and
length, is recorded in the
metadata store 26.
[0069] In at least some embodiments, when a block upload completes, the
latest version of
the block (with the applied mutations) is added to the local cache 28 and
recorded in the
metadata store 26. If a previous version of the block is present in local
cache 28, this block is
marked as free in metadata store 26.
[0070] In at least some embodiments, when a snapshot completes, the
metadata store 26 may
need to be reorganized as described above. That is, the block entries
belonging to the snapshot
may be converted into the corresponding snapshot entries on the remote data
store 66.
Shadowing gateway operations
[0071] In at least some embodiments, read requests are passed through to
local data store 86.
[0072] In at least some embodiments, when a write request is received,
the write data is
recorded at the next write log 18 offset and the appropriate metadata for the
write isrecorded in
the metadata store 26. The write request is also passed to the local data
store 86.
[0073] In at least some embodiments, to upload a block to remote data
store 66, an upload
process calls buffer pool 20 to read the write log 18. The buffer pool 20 uses
metadata store 26
to perform the translation from the logical write log 18 offset to the
physical offset, and the data
is then read into memory buffers. The buffers are then presented to the upload
process. The
upload process uploads the blocks to the remote data store 66 and releases the
blocks to the
buffer pool 20.
Write log purges
[0074] In at least some embodiments, if the write log 18 needs to be
purged, buffer pool 20
obtains a write log offset for a volume for which the write log 18 can be
purged. In at least some
embodiments, the write log offset may be determined from metadata store 26,
for example by
performing a walk over the database which checks offsets for each entry. To
purge the write log
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18, the existing write log entries corresponding to the purgeable part of the
log may be marked as
free entries.
Example implementations
[0075] Figure 3 is a high-level block diagram of an example network
environment in which
embodiments of a storage gateway may be implemented. A service provider 110 on
an
intermediate network 100 (e.g., the Internet) may provide one or more service
customer networks
(e.g., client network(s) 150), also coupled to intermediate network 100,
access to a remote data
store 116 via a storage service 112. Each client network 150 may correspond to
a different
service customer, or two or more client networks 150 may correspond to
different data centers or
localities of the same service customer, for example different regional
offices of a business
enterprise or different campuses of a school system. A service customer may be
a business
enterprise, an educational entity, a government entity, a private entity, or
in general any entity
that implements a computer network or networks, coupled to an intermediate
network 100 such
as the Internet, to provide networked computing services to one or more users.
In some
embodiments, storage service 112 may provide an interface, for example a Web
service interface,
via which each service customer's client network(s) 150 may access
functionality provided by
the storage service 112.
[0076] Customer processes 154A and 154B represent physical and/or
virtual machines or
systems connected to a client network 150 of a service customer. As an example
of a function
provided by storage service 112, a user, via a customer process 154, may
create and mount data
volumes in remote data store 116 via storage service 112. From the perspective
of users on a
client network 150, the data volumes provided by storage service 112 may
appear as if they are
local storage; hence, such a data volume may be referred to as a virtual data
volume 158. A
virtual data volume 158 actually maps to one or more physical storage devices
or storage systems
on which remote data store 116 is instantiated; however, this mapping is
handled by the storage
service 112, and is thus transparent from the perspective of the users on the
client network 150.
A user of a customer process 154 may simply see a volume mounted on the
desktop or in a
device listing. The user of a customer process 154 may create data, modify
data, delete data, and
in generally perform any data-related function on virtual data volume 158,
just as if the volume
158 was implemented on a locally attached storage device.
[0077] Figure 4 is a block diagram of an example network environment
that includes a
storage gateway 252 on site at a service customer's client network 250 that
serves as an interface
between client network 250and storage service 212, according to at least some
embodiments. In

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at least some embodiments, storage gateway 252 may be a file and/or block
storage appliance
that is installed on-site at a service customer's data center.
[0078] Storage gateway 252 may, for example, be installed, activated,
and configured to
serve as a file system gateway, as a cloud volume gateway, collectively
referred to as cached
gateways, or as a shadowing gateway. A file system gateway serves as a NAS
storage interface
(e.g., using CIFS or NFS protocols) to the storage service 212. The remote
data store 216 may
be presented to the customer as an object store (e.g., REST), while actually
implemented as block
storage. A cloud volume gateway serves as an interface to virtualized volume
storage provided
by the storage service 212. The volume storage may be implemented as block
storage. The
gateway 252 provides local network access points, with the remote data store
216 (which may
also be referred to as a cloud volume) serving as backend storage that
provides flexible and
essentially unlimited primary storage capacity. A shadowing gateway acts as a
"bump in the
wire" between a customer's applications and the customer's local data store to
provide
shadowing of the customer's write data (e.g., iSCSI writes) to remote storage
provided by the
storage service 212. The remote data store 216 may be implemented as block
storage.
[0079] In cached gateway implementations, storage gateway 252 may store
a local cache of
frequently accessed data on a local data store 254, while securely encrypting
and accelerating
data movement back to service provider 210. Similarly, shadowing gateway
implementations
may securely encrypt and accelerate the movement of write data to service
provider 210. This
accelerated data movement, as compared to a standard Internet connection, may,
for example, be
achieved using one or more of data deduplication, compression,
parallelization, and TCP window
scaling techniques. Storage gateway 252 may significantly reduce the cost,
utilization,
maintenance, and provisioning headaches that are typically associated with
managing on-site
storage arrays as primary storage or backup storage. Storage gateway 252 may
accomplish this
by replacing the 100s of terabytes to petabytes of data a customer may
otherwise store in-house
on expensive hardware, e.g. NAS or SAN hardware, with a cost-effective
appliance. With the
storage gateway 252, customers may benefit from the low access latencies of on-
site storage
(provided by the local cache maintained by the gateway 252 in cached gateway
implementations)
while leveraging the durable, available, and scalable distributed storage
infrastructure provided
by the service provider 210.
[0080] Embodiments of the storage gateway 252 may work seamlessly with
customers' on-
site applications. In at least some embodiments, customers may configure the
storage gateway
252 to support SAN (iSCSI), NAS (NFS, Microsoft CIFS), or Object (REST)
storage. In at
least some embodiments, an iSCSI interface provided by the storage gateway 252
may enable
integration with on-site block storage applications such as Microsoft
SharePoint and Oracle
16

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databases. In at least some embodiments, customers may utilize NFS and CIFS
interfaces
provided by the storage gateway 252 to consolidate file storage across
environments including,
but not limited to, Windows, Linux, and UNIX environments. In at least some
embodiments, the
storage gateway 252 may also be configured to support REST-based requests.
[0081] In at least some embodiments, storage gateway 252 may be implemented
as a virtual
device or appliance that may be downloaded or otherwise installed, activated,
and configured on
one or more computing devices such as server systems coupled to the client
network
250infrastructure at a customer data center. Alternatively, storage gateway
252 may be
implemented as a dedicated device or appliance that may be coupled to the
client network 250
infrastructure; the dedicated device or appliance may include software and/or
hardware on which
functionality of the gateway may be implemented.
[0082] In
at least some implementations, storage gateway 252 communicates with the
service
provider 210 network via an intermediate network 200 (e.g., the Internet). The
coupling of
storage gateway 252 to intermediate network 200 may generally be via a high-
bandwidth
connection provided by the service customer's client network 250, as large
amounts of data may
be transferred across intermediate network 200 between storage service 212 and
storage gateway
252. For example, at peak times, the connection may need to support the
transfer of data at rates
of 100 megabits/second (100 Mbit/s) or higher. However, in at least some
embodiments,
techniques such as a data deduplication technique may be employed to reduce
bandwidth usage
when uploading data from storage gateway 252 to storage service 212, and thus
more of the
connection's bandwidth may be available for other applications. Example data
deduplication
techniques that may be employed in at least some embodiments are described in
U.S. Patent
Application 12/981,393, titled "RECEIVER-SIDE DATA DEDUPLICATION IN DATA
SYSTEMS," and
in U.S. Patent
Application 12/981,397, titled "REDUCED BANDWIDTH DATA UPLOADING IN DATA
SYSTEMS,".
[00831 In
at least some embodiments, bandwidth on a connection between client network
250
and service provider 210 over intermediate network 200 may be allocated to
storage gateway
252, and to other customer applications, for example via a network
administrator process 260 at
client network 250. Storage gateway 252 may continuously or nearly
continuously upload
mutated (new or changed) data to storage service 212, for example according to
a data
deduplication technique. However, the mutation rate of data at client network
250 may vary over
time; for example, during the day, the customer process write throughput may
be higher, while at
night the write throughput may be lower. Thus, at busy times when the mutation
rate is high,
storage gateway 252 may fall behind in uploading the mutated data if the
bandwidth allocated to
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the storage gateway 252 is not high enough to keep up; storage gateway 252 may
then catch up at
less busy times when the mutation rate is not as high. In at least some
embodiments, if the
storage gateway 252 falls behind more than a specified threshold, the storage
gateway 252 may
request the allocation of additional bandwidth. In at least some embodiments,
the storage
gateway 252 may raise an alarm to demand more bandwidth, if necessary.
[0084] While Figure 4 shows a direct connection between storage gateway
252 and storage
service 212, note that the connection between storage gateway 252 and storage
service 212 may
go through local network 256.
[0085] In at least some embodiments of a storage gateway 252, rather
than retrieving data
from remote data store 216 on demand, large blocks or chunks of data, even
entire volumes of
data, may be locally cached to a local data store 254. Storage gateway 252 may
include or may
have access to physical data storage and/or memory (local data store 254) on
which a local cache
of data, for example frequently-accessed data or critical data, may be
maintained. Local data
store 254 may be volatile or non-volatile storage or memory, or a combination
thereof.
Maintaining a local cache of frequently accessed data may generally improve
data access times
for customer processes 258, since many or most data accesses can be serviced
from the local
cache, rather than retrieving the data from remote data store 216. However,
remote data store
216 may serve as the primary data store for the service customer's client
network 250; thus,
storage gateway 252 may communicate with storage service 212 via an
intermediate network 200
to periodically, aperiodically, or continuously upload new or modified data
from the local cache
to remote data store 216, and to download requested data from remote data
store 216 when
necessary.
[0086] In Figure 4, storage (218A, 218B, 218C, ...) of remote data store
216 illustrates that
the remote data store 216 may be implemented on or across several storage
devices or systems
connected to a local network 214 of service provider 210. Thus, a service
customer's data may
be spread across two or more physical storage devices or systems on the "back
end." The back
end storage devices may be, but are not necessarily, multi-tenant devices that
are shared with
other customers. However, as noted in reference to Figure 3, from the
perspective of the users
and processes on client network 250, the client's data may be presented as
virtual volumes or
files.
[0087] In at least some embodiments, a service provider as described in
reference to Figures
3 and 4 may also provide hardware virtualization technologies and possibly
other virtualization
technologies to customers. A service provider 200 may provide a range of
virtualized computing
technology and virtualized storage technology, including block storage
technology that provides
block storage capabilities (i.e., a block-based storage system) to customers.
Virtual computing
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environments or systems, implemented according to the hardware virtualization
technology
provided by the service provider 200, may be supported by the block storage
technology. The
block storage technology may provide a virtualized storage system that, for
example, is able to
interact with virtual computing systems through standardized storage calls
that render the block-
level storage functionally agnostic to the structural and functional details
of the volumes that it
supports and to the operating systems executing on the virtual computing
systems (or other
systems) to which it provides storage availability.
[0088] Embodiments of a storage gateway 252 may integrate with on-site
customer
applications and the virtualized computing and storage technology provided by
service provider
200, providing customers with access to elastic "cloud-based" computing and
storage resources.
For example, customers using the storage gateway 252 for SAN storage may
create consistent,
point-in-time block-based snapshots of their data. These snapshots may then be
processed by
hardware virtualization technology applications or instances (see, e.g.,
virtual computing
system(s) 264 in Figure 5) requiring the high I/O and low latency data access
that a block-based
storage system provides. As another example, customers may configure the
storage gateway 252
for NAS storage via NFS or CIFS file protocols, and may create point-in-time
snapshots of their
file data accessible from hardware virtualization technology instances.
[0089] In some embodiments, objects written using a REST-based interface
provided by
storage gateway 252 may be accessed directly from virtualized storage
technology provided by
the service provider via HTTP or other protocols, or may be distributed using
integrated content
delivery technology provided by the service provider. In some embodiments,
customers may
also utilize highly scalable, distributed infrastructure provided by the
virtualized storage
technology for parallelized processing of these objects on hardware
virtualization technology
instances.
[0090] Figure 5 is a block diagram of an example service provider that
provides a storage
service and a hardware virtualization service to customers of the service
provider, according to at
least some embodiments. A service customer's client network 250 may include
one or more
storage gateways 252 that serve as interfaces between client network 250 and
storage service 212
of service provider 210, for example as described in reference to Figure 4.
Service client(s) may
represent any administrator, user, or process that may access one of the
services provided by
service provider 210.
[0091] Hardware virtualization technology may enable multiple operating
systems to run
concurrently on a host computer 292, i.e. as virtual machines (VMs) 296 on the
host 292. The
VMs 296 may, for example, be rented or leased to the customers of the service
provider 210. A
hypervisor, or virtual machine monitor (VMM) 294, on a host 292 presents the
VMs 296 on the
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host 292 with a virtual platform and monitors the execution of the VMs 296.
Each VM 296 may
be provided with one or more IP addresses; the VMM 294 on a host 292 may be
aware of the IP
addresses of the VMs 296 on the host. A local network of service provider 210
may be
configured to route packets from the VMs 296 to Internet destinations (e.g.,
to service client(s)
262 on client network 250), and from Internet sources (e.g., service client(s)
262) to the VMs
296.
[0092] Service provider 210 may provide a service customer's client
network 250, coupled to
intermediate network 200 via local network 256, the ability to implement
virtual computing
systems 264 via a hardware virtualization service 290 coupled to intermediate
network 200 and
to the local network of service provider 210. In some embodiments, hardware
virtualization
service 290 may provide an interface, for example a Web service interface, via
which a service
client 262 may access functionality provided by the hardware virtualization
service 290. At the
service provider 210, each virtual computing system 264 may represent a
virtual machine (VM)
296 on a host 292 system that is leased, rented, or otherwise provided to a
service customer.
[0093] From an instance of a virtual computing system 264, a user may
access the
functionality of storage service 212 as previously described. Thus,
embodiments of a virtualized
system as illustrated in Figure 5 may allow a client to create local instances
of virtual computing
systems 264 implemented on VMs 296 provided by the service provider 210, and
to access data
from and store data to a remote data store 216 implemented by the service
provider 210, from the
local instances of the virtual computing systems 264.
[0094] As previously described, one or more storage gateways 252 may be
instantiated at the
client network 250. At least one of the gateways 252 may be a cached gateway
implementation
that locally caches at least some data, for example frequently accessed or
critical data. The
storage gateway(s) 252 may communicate with storage service 212 via one or
more high-
bandwidth communications channels, for example to upload new or modified data
from the local
cache so that the primary store of data (the remote data store 216) is
maintained in cached
gateway implementations, or to upload new or modified data (write data) to a
snapshot of a local
primary data store on remote data store 216 in shadowing gateway
implementations.
Cached gateway implementations
[0095] Figure 6 is a high-level block diagram that broadly illustrates
the architecture of and
data flow in an example network environment in which an embodiment of a
storage gateway is
configured as a file system gateway or as a cloud volume gateway, which may be
collectively
referred to as cached gateways. In at least some embodiments, storage gateway
252 may be a file
and/or block storage appliance that is installed on-site at a service
customer's data center. In

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Figure 6, storage gateway 252 may, for example, be installed, activated, and
configured to serve
as a file system gateway or as a cloud volume gateway. A file system gateway
serves as a NAS
storage interface (e.g., using CIFS or NFS protocols) to the storage service
212. The remote data
store 216 may be presented to the customer as an object store (e.g., REST),
while implemented
as block storage. A cloud volume gateway serves as an interface to virtualized
volume storage
provided by the storage service 212. The virtualized volume storage may be
implemented as
block storage. The gateway 252 provides local network access points, with the
remote data store
216 (which may also be referred to as a cloud volume) serving as backend
storage that provides
flexible and essentially unlimited primary storage capacity.
[0096] Once storage gateway 252 is installed, activated, and configured, a
network
administrator process 260 of client network 250 may, for example, create new
data volumes 270
or mount existing data volumes 270 on remote data store 216 via storage
service 212. Create
volume requests and other service requests may be made to the service 212 via
service provider
front end 280. The front end 280 may also manage connections and
communications to and from
storage gateway 252. The front end 280 may include one or more of, but is not
limited to,
firewalls, border routers, load balancers, gateway servers, gateway proxies,
console processes,
and in general any networking device and/or process that may be necessary to
expose the storage
service 212 to client network(s) 250 and to interface the storage service 212
to storage
gateway(s) 252.
[0097] In at least some embodiments, storage gateway 252 initiates all
connections to the
service provider 210 via service provider front end 280; the service provider
210 does not initiate
connections to the gateway 252. In addition, the network administrator process
260 does not
initiate connections directly to the gateway 252; access by the network
administrator process 260
to the gateway 252, for example to configure and manage the gateway 252, is
through the service
provider 210 via service provider front end 280.
[0098] Storage gateway 252 exposes one or more data ports (e.g., iSCSI
ports) to the
customer process(es) 258 on the client network 250. A customer process 258 may
be any
hardware, software, and/or combination thereof that exists on the client
network 250 and that can
connect to and communicate with the storage gateway 252 via the data protocol
of the gateway
252's data ports (e.g., the iSCSI protocol). A customer process 258 may be,
for example, a
storage application such as Microsoft SharePoint and Oracle databases, a
server (e.g., an SQL
server, a Microsoft Exchange server, etc.), a database application (e.g., an
SQL database
application, and Oracle database application), a Microsoft Exchange
application, or any other
application or process executing on one or more devices on the client network
250 that is
operable to communicate with the storage gateway 252 data port(s). Note that a
customer
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process, as used herein, encompasses any software process that may be
executing on one or more
devices in the client network 250; however, the underlying hardware on which
the process
executes may be involved in or perform the connections and communications to
the storage
gateway 252 data port(s) on behalf of the process.
[0099] A mounted volume 270 may be presented to the customer process(es)
258 by storage
gateway 252. Customer process(es) 258 may then perform reads from and writes
to the volume
270 via the data ports exposed by the storage gateway 252, for example
according to iSCS1
protocol. Storage gateway 252 handles all read and write requests to volume
270. While the
volume(s) 270 on remote data store 216 serves as the primary data store,
storage gateway 252
may also store a local cache of frequently accessed data on a local data store
254. Local data
store 254 may be implemented on storage hardware internal to the storage
gateway 252, on
storage hardware external to the storage gateway 252 provided by the service
customer, or on a
combination thereof.
[0100] For reads, storage gateway 252 may first check the local cache to
see if a given read
can be satisfied from the cache. If the read cannot be satisfied from the
local cache, then storage
gateway 252 may request the data from storage service 212, which gets the
requested data (or a
block or chunk of data that includes the requested data) from remote data
store 216 and returns
the requested data to the storage gateway 252. Storage gateway 252 may store
the block or
chunk of data received from storage service 212 to the local cache.
[0101] For writes, storage gateway 252 may write the new or updated data to
the local cache.
In at least some embodiments, the write data may be appended to a block-based
write log
implemented in the local cache. Storage gateway 252 may include a sender-side
data upload
process (not shown) that communicates with a receiver-side data upload process
(not shown) at
service provider 210 to periodically, aperiodically, or continuously upload
new or modified data
in the local cache to the primary data store 216. The uploading of write data
from the write log
may be performed asynchronously to the processing of the read and write
operations from the
initiating processes to the local data store 254. In at least some
embodiments, this upload process
may employ one or more of data deduplication, compression, parallelization,
and TCP window
scaling techniques. Example data deduplication techniques that may be employed
in at least
some embodiments as illustrated in Figure 6 are described in U.S. Pat. Apps.
12/981,393 and
12/981,397.
[0102] The local cache may be limited in size, while the remote data
store 216 may provide
essentially unlimited storage space. Thus, storage gateway 252 may remove,
replace, or
overwrite older and/or relatively inactive data blocks in the local cache with
newer and/or active
data blocks.
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Shadowing gateway implementations
[0103] Figure 7 is a high-level block diagram that broadly illustrates
the architecture of and
data flow in an example network environment in which an embodiment of a
storage gateway is
configured as a shadowing gateway. In Figure 7, storage gateway 252 may be
installed,
activated, and configured to serve as a shadowing gateway that acts as a "bump
in the wire"
between a customer's applications and the customer's local data store to
provide shadowing of
the customer's write data (e.g., iSCSI writes) to remote storage provided by
the storage service
212. The remote data store 216 may be implemented as block storage.
[0104] In the embodiment illustrated in Figure 7, local data store 254
serves as the primary
data store for the customer process(es) 258 on client network 250, in contrast
to the cached
gateway implementation in Figure 6 where remote data store 216 serves as the
primary data
store. Once storage gateway 252 is installed, activated, and configured as a
shadowing gateway,
the storage gateway 252 exposes one or more data ports (e.g., iSCSI ports) to
the customer
process(es) 258 on the client network 250. The customer process(es) 258 on
client network 250
may then read from and write to the local data store 254 via the storage
gateway 252 data port(s).
A customer process 258 may be any hardware, software, and/or combination
thereof that exists
on the client network 250 and that can connect to and communicate with the
storage gateway 252
via the data protocol of the gateway 252's data ports (e.g., the iSCSI
protocol). A customer
process 258 may be, for example, a storage application such as Microsoft
SharePoint and
Oracle databases, a server (e.g., an SQL server, a Microsoft Exchange
server, etc.), a
database application (e.g., an SQL database application, and Oracle database
application), a
Microsoft Exchange application, or any other application or process
executing on one or more
devices on the client network 250 that is operable to communicate with the
storage gateway 252
data port(s). Note that a customer process, as used herein, encompasses any
software process
that may be executing on one or more devices in the client network 250;
however, the underlying
hardware on which the customer process executes may be involved in or perform
the connections
and communications to the storage gateway 252 data port(s) on behalf of the
process.
[0105] The read and write requests may be received by the gateway 252
data port(s). For
reads, the requests may be passed directly to the local data store 254 without
further interference
or processing by gateway 252, and the requested data may be passed directly
from local data
store 254 to customer process 258. Write requests directed to the local data
store 254 are also
passed to the local data store 254 by storage gateway 252. However, in
addition to passing the
write requests to the local data store 254, the storage gateway 252 may shadow
the new or
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CA 02840596 2016-01-08
updated data indicated by the write requests to the remote data store 216 via
the storage service
212.
[0106] In at least some embodiments, to shadow new or updated data to the
remote data store
216, storage gateway 252 may locally store or buffer the write data to be
uploaded to the to the
remote data store 216, for example in a first-in-first-out (FIFO) write log.
In at least some
embodiments, the write log may be implemented in a block storage format, with
the write log
comprising one or more blocks (e.g., 4 MB blocks). Write data received in the
write requests
may be appended to the write log. The write data from two or more write
requests may be
written to the same block in the write log. Metadata for the write data
relative to a block, e.g.
offset in the write log block and length, as well as an offset in the target
data store, may be stored
to a metadata store.
[0107] Storage gateway 252 may include a sender-side data upload process
(not shown) that
communicates with a receiver-side data upload process (not shown) at service
provider 210 to
periodically, aperiodically, or continuously upload the locally stored write
data from the write
log to the shadowed data volume at remote data store 216. The uploading of
write data from the
write log may be performed asynchronously to the processing of the read and
write operations
from the initiating processes to the local data store 254. The upload process
may upload the
write data from the write log in blocks. Once a write log block has been
successfully uploaded,
the corresponding block may be marked as free in the write log.
[0108] In at least some embodiments, the upload process may employ one or
more of data
deduplication, compression, parallelization, and TCP window scaling
techniques. Example data
deduplication techniques that may be employed in at least some embodiments as
illustrated in
Figure 7 are described in U.S. Pat. Apps. 12/981,393 and 12/981,397.
[0109] Note that a service provider front end 280 may manage connections to
storage
gateway 252. In at least some embodiments, storage gateway 252 initiates
connections to the
service provider 210 via front end 280; the service provider 210 does not
initiate connections to
the gateway 252. The front end 280 may include one or more of, but is not
limited to, firewalls,
border routers, load balancers, gateway servers, gateway proxies, console
processes, and in
general any networking device and/or process that may be necessary to expose
the storage
service 212 to client network(s) 250 and to interface the storage service 212
to storage
gateway(s) 252.
[0110] In at least some embodiments, storage gateway 252 initiates all
connections to the
service provider 210 via service provider front end 280; the service provider
210 does not initiate
connections to the gateway 252. In addition, the network administrator process
260 does not
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initiate connections directly to the gateway 252; access by the network
administrator process 260
to the gateway 252, for example to configure and manage the gateway 252, is
through the service
provider 210 via service provider front end 280.
[0111] As a shadowing gateway, the shadowing operations provided by the
storage gateway
252 may be effectively transparent to from the perspective of users on the
client network 250.
The customer process(es) 258 perform reads and writes to the data port(s)
(e.g., iSCSI port(s))
exposed by the storage gateway 252 on the client network 250. From the
customer process 258
perspective, the storage gateway 252 may appear as any other data target
(e.g., iSCSI target).
Read requests from the customer process(es) 258 received on the data port(s)
are passed on to the
local data store 254 that serves as the primary data store. Write requests
from the customer
process(es) 258 received on the data port(s) are passed on to the local data
store 254 and
shadowed to the remote data store 216. The shadowing operations of the gateway
252 may be
performed in the background without significantly affecting performance of the
primary data
store or of the client network 250.
[0112] An example use case for the "bump in the wire" shadowing gateway
configuration
illustrated in Figure 7 is for disaster recovery. Storage gateway 252 sends
updates of data from
client network 250 to storage service 212, which stores the data in a shadow
volume or volumes,
also referred to as a snapshot 270. The data may be stored in the snapshot
270in a block storage
format. The data are also stored to a local data store 254. If something
happens that results in
the corruption or loss of a portion or all of a locally stored volume, the
corrupted or lost data may
be recovered from a snapshot 270 of the volume stored in data store 216.
Storage provider 210
may provide an interface via which a customer network administrator (e.g., via
network
administrator process 260 ) may request the recovery of a snapshot 270 of a
portion or all of a
locally stored volume from a shadowed volume on remote data store 216. In at
least some
embodiments, at least a portion of the write log maintained by storage gateway
252 may be
uploaded to the remote data store 216 prior to recovering a snapshot 270 of
the data to ensure
that the shadowed volume from which data is to be recovered is as up-to-date
as possible. Note
that, in some cases, at least some data may be recovered directly from the
write log maintained
by storage gateway 252.
Customer process-gateway communications
[0113] As previously described, a customer administrator, via network
administrator process
260, may communicate with storage gateway 252 (e.g., a shadowing gateway) via
the service
provider 280 front end, for example to configure the gateway 252. In at least
some
embodiments, one or more customer processes 258 may also be configured to
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the storage gateway 252 via the service provider 280 front end to make
requests of the gateway
252. For example, a customer process 258 may be an SQL server that is
configured to
communicate with storage gateway 252 via the service provider 280 front end.
Shadowing gateway bootstrapping techniques
[0114] As illustrated in Figure 7, once storage gateway 252 is
installed, activated, and
configured as a shadowing gateway, the storage gateway 252 exposes one or more
data ports
(e.g., iSCSI ports) to the customer process(es) 258 on the client network 250.
The customer
process(es) 258 on client network 250 may then read from and write to the
local data store 254
via the storage gateway 252 data port(s). The read and write requests are
passed to the local data
store 254, and the write data indicated by the write requests are shadowed to
the remote data
store 216 so that snapshot(s) 272 of the local data store may be updated.
[0115] However, when a shadowing gateway comes online in a customer's
network, either
when initially installed, activated and configured or after being offline for
some reason, there
may be data in the local data store 254 that is not in the snapshot(s) 272 on
the remote data store
216. Thus, at least some embodiments may provide a bootstrapping process for
shadowing
gateways during which at least some data from the local data store 254 may be
uploaded to the
remote data store 216 so that the snapshot(s) can be populated and/or updated
to accurately
reflect the data that is currently on the local data store 254.
[0116] Figure 8 is a high-level block diagram that broadly illustrates
bootstrapping a
shadowing gateway in an example network environment, according to at least
some
embodiments. When storage gateway 252 comes online as a shadowing gateway on
the client
network 250, the gateway 252 may determine that there is data in the local
data store 254 that
needs to be uploaded to the remote data store 216 to make the snapshot 272
consistent with the
local data store 254. An upload process of the gateway 252 may then begin to
upload blocks of
data from the local data store 254 to the remote data store 216 at service
provider 210. The
storage gateway 252 may also expose its data ports to customer process(es)
258, begin accepting
and processing read requests and write requests directed to the local data
store 254, begin
caching the new write data indicated by the write requests to the write log,
and begin uploading
the write data from the write log to the remote data store 216. The upload of
data from the local
data store 254 may thus be performed in the background while the storage
gateway 252 is
performing its shadowing function on the client network 250. When the upload
of data from the
local data store 254 is complete, the storage gateway 252 continues performing
its shadowing
function.
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[0117] Figure 9 is a flowchart of a bootstrapping process for a
shadowing gateway, according
to at least some embodiments. As indicated at 300, a shadowing gateway comes
online on a
customer's network. For example, a new instance of a storage gateway may be
installed,
activated, and configured as a shadowing gateway on the network. As another
example, an
existing instance of a shadowing gateway may come back online after being
offline for some
reason; while the gateway was offline, customer process(es) may have
communicated directly to
the local data store to read and write data. As another example, a shadowing
gateway may have
entered a pass-through mode during which shadowing operations are temporarily
suspended for
some reason, for example due to the write log becoming full, and may be
exiting the pass-
through mode and resuming shadowing operations.
[0118] As indicated at 302, the shadowing gateway may begin uploading
pre-existing data
from the local data store to the remote data store, if necessary. For example,
if this is a new
shadowing gateway and the local data store is already populated, the existing
data in the local
data store needs to be uploaded to the remote data store so that a consistent
snapshot can be
generated. As another example, if an existing shadowing gateway comes back
online or resumes
shadowing operations upon exiting pass-through mode, new data may have been
written to the
local data store, and thus the snapshot on the remote data store needs to be
made consistent with
the data currently on the local data store.
[0119] As indicated at 304, the shadowing gateway may begin accepting
reads and writes
from the customer processes via the gateway data port(s) exposed on the
customer's network. As
indicated at 306, the shadowing gateway may begin caching write data from the
writes to a write
log, and begin uploading write data from the write log to the remote data
store as indicated at
308.
[0120] The upload of data from the local data store begun at 302 may be
performed in the
background while the shadowing gateway accepts read and write requests and
performs its
shadowing function on the customer's network. When the upload of data from the
local data
store is complete, the shadowing gateway continues performing its shadowing
function.
[0121] Note that the order of the elements in Figure 9 may be different.
For example,
element 302 may be performed after any one of elements 304 through 308. In
other words, the
shadowing gateway may begin accepting reads and writes and performing its
shadowing function
prior to beginning to upload the pre-existing data from the local data store.
[0122] Figure 10 is a flowchart of a shadowing gateway entering and
recovering from a pass-
through mode, according to at least some embodiments. As indicated at 320, a
shadowing
gateway may enter a pass-through mode by suspending its shadowing function
(i.e., stop caching
and uploading write data) while continuing to accept and service reads and
writes directed to the
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local data store from the customer processes on the customer's network. The
gateway may enter
pass-through mode upon detecting some condition that may cause the shadowing
function to fail.
As an example, the shadowing gateway may enter the pass-through mode upon
detecting that the
write log is full and cannot be successfully uploaded. The gateway may alert
the local network
administrator of the detected condition; the administrator may then address
the problem indicated
by the alert. For example, the administrator may allocate more memory to the
write log, and/or
allocate more bandwidth to the gateway upload process. The administrator may
then inform the
gateway that the problem has been addressed.
[0123] When the shadowing gateway determines that the pass-through mode
can be exited,
for example by receiving an indication that a detected problem that caused the
pass-through
mode has been addressed, the gateway may restart shadowing (i.e., start
caching and uploading
write data), as indicated at 322.
[0124] Upon exiting pass-through mode, there may be data in the local
data store that has not
been uploaded to the remote data store. Since the gateway continues to receive
and process write
requests during pass-through mode, new data may have been written to the local
data store.
Thus, the shadowing gateway may perform a bootstrap as illustrated in Figures
8 and 9 to upload
at least some data from the local data store to the remote data store to
recover from the pass-
through mode, as indicated at 324.
[0125] In at least some embodiments, an optimized bootstrapping process
for shadowing
gateways may be employed to reduce the amount of data that is uploaded from
the local data
store to the remote data store. The optimized bootstrapping process may detect
blocks of data
that have already been uploaded to the remote data store, and thus avoid
uploading blocks that
have already been uploaded. The optimized bootstrapping process may leverage
tracking data
that is generated and maintained for a storage gateway process during general
uploading of data
from a gateway to the remote data store.
[0126] Figure 11 is a flowchart of a method for uploading, updating, and
tracking blocks
from a gateway to a remote data store, according to at least some embodiments.
During normal
gateway operations, the gateway uploads write data to the remote data store at
the service
provider, specifically to the storage service, as indicated at 360. The
storage service receives the
write data and gets the respective block(s) (e.g., 4MB blocks) from the remote
data store as
indicated at 342. The storage service then modifies the respective block(s)
according to the write
data and uploads the modified block(s) back to the remote data store with a
new version name, as
indicated at 344. For each modified block, a token indicating the modified
block is sent back to
the storage gateway, as indicated at 346. The storage gateway keeps track of
these tokens; every
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time a block is modified, the reference block that is being modified needs to
be sent to the
storage service.
[0127] As indicated at 348, the storage gateway may periodically or
aperiodically update a
token manifest at the service provider and purge at least a portion of the
locally tracked tokens.
The storage gateway may have to track a large number of tokens. In at least
some embodiments,
a manifest may be provided on the remote data store that may relieve the
storage gateway of the
burden of having to locally track a large number of tokens. The storage
gateway may
periodically or aperiodically call the storage service to update the manifest
with token(s) that the
gateway has received, and may purge the respective locally stored tokens.
[0128] In at least some embodiments, the optimized bootstrapping process
may leverage the
manifest to determine what blocks have and have not been uploaded by making a
call to check
hashes of each of the blocks in the manifest to determine which blocks
indicated by the manifest
match blocks on the local data store versus which blocks indicated by the
manifest do not match
blocks on the local data store and thus need to be uploaded. In other words,
the manifest is used
to detect which blocks on the local data store are dirty blocks, and which are
not. Thus, the
optimized bootstrapping process attempts to determine, via the manifest, which
blocks have
already been uploaded so that the already-uploaded blocks are not uploaded
again, and only dirty
blocks are uploaded. In at least some embodiments, for the blocks that the
optimized
bootstrapping process determines do need to be uploaded (the dirty blocks), a
data deduplication
technique may be applied when uploading these blocks to reduce the amount of
data that is
actually uploaded from the dirty blocks.
[0129] Figure 12 is a flowchart of an optimized bootstrapping process
for a shadowing
gateway, according to at least some embodiments. A bootstrapping process may
be started for a
shadowing gateway, for example when the gateway exits pass-through mode. As
indicated at
360, a block is obtained from the local data store. As indicated at 362, the
manifest, which may
be stored on the remote data store, may be checked to determine if the current
block is a dirty
block that needs to be uploaded. At 364, if the current block is dirty
according to the manifest, at
least a portion of the block may be uploaded to the remote data store
according to a data
deduplication technique, as indicated at 366. The method then proceeds to 368.
At 364, if the
current block is not dirty according to the manifest, the method proceeds
directly to 368. At 368,
if more blocks are to be processed, the method returns to element 360 to
process a next block.
Otherwise, the bootstrapping process is done.
Storage gateway security model
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[0130] Embodiments of the storage gateway may be implemented according
to a security
model that provides data protection for the customer as well as protection
against misuse and
unauthorized use (e.g., pirating) of the gateway by the customer or third
parties. Figure 13
illustrates aspects of a storage gateway security model, according to at least
some embodiments.
[0131] In at least some embodiments, an aspect of the security model is
that a storage
gateway 84 is delivered and initially installed on a client network 80 without
security credentials
or other identifying information for the gateway 84 to use in communications
with the service
provider 60. An activation process may be employed via which a storage gateway
84 on a
customer network can register with the service provider 60. In at least some
embodiments of the
activation process, the storage gateway 84 may initiate a connection (e.g., an
SSL (Secure Socket
Layer) / TCP connection) with and identify itself to the service provider 60
as a correct gateway
for a respective customer account to obtain the necessary security
credentials. During the
activation process, the service customer specifies a name for the gateway 84.
In at least some
embodiments, the service customer logs into the customer's account with the
service provider 60
and provides information to the service provider 60, including but not limited
to the gateway
name, that is used in registering the gateway 84. However, the service
customer does not log in
to the storage gateway 84, and therefore the service customer's security
credentials and other
account information are not exposed on the gateway 84. This may minimize the
security risk for
the service customer. This gateway name, along with other metadata related to
the gateway 84
and to the service customer, may be stored by the service provider 60 and used
in tracking and
identifying the respective gateway 84. Note that a service customer may have
one or more
gateways 84 installed and activated on a client network 80, with each having a
unique identifying
name and other metadata. Figures 15 through 17B, further described below in
the section titled
Storage gateway activation process, illustrate an activation process that may
be employed in at
least some embodiments. In the activation process, the gateway 84 may initiate
a connection to
the service provider 60 and provide metadata about the gateway 84 platform,
along with a public
key, to the service provider 60. The service provider 60 may then provide a
temporary, unique
activation key to the gateway 84 that is used in the activation process. In
addition, a service
customer may be required to log in to the customer's account via a service
provider console
process to activate the gateway 84; thus, the gateway 84 can be matched with
the account of the
service customer that attempts to activate the gateway 84. The security
credentials and other
metadata (e.g., the customer-supplied gateway name) obtained by the storage
gateway 84 via the
activation process may then be used by the storage gateway 84 in
communications with various
processes of the service provider 60 network to identify the gateway 84 to the
service provider 84
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[0132] In at least some embodiments, another aspect of the security
model, as illustrated in
Figure 13, is that the storage gateway 84 only accepts externally-initiated
connections to one or
more data ports (e.g., iSCSI ports) exposed to the customer process(es) 88 on
the client network
80. The storage gateway does not accept other externally initiated
connections, and initiates all
necessary connections to external processes. For example, in at least some
embodiments, the
storage gateway 84 initiates at least one secure connection 92 (e.g., an SSL
(Secure Socket
Layer) / TCP connection) to the service provider 60; the service provider 60,
however, cannot
initiate connections to the gateway 84. An example method for remote gateway
management
using gateway-initiated connections and a long polling technique that may be
used in at least
some embodiments is illustrated in Figures 18 through 20.
[0133] In addition, as illustrated in Figure 13, in at least some
embodiments, the service
customer (e.g., network administrator process 90) does not directly connect to
the storage
gateway 84 to configure and manage the gateway 84; instead, configuration and
operation
requests for the storage gateway 84 are made through the service provider 60,
which passes the
requests to the gateway 84 via the secure communications channel 92 initiated
by the gateway
84. For example, as illustrated in Figures 18 through 21, configuration and
operation requests for
a gateway 84 may be performed by or via a network administrator process 90
through a console
process on the service provider 60 network. In at least some embodiments, the
console process
forwards a received configuration request or operation request directed to the
customer's
gateway 84 to a gateway control plane that maintains gateway-initiated
connections 92. The
gateway control plane locates a current connection to the gateway 84 that is
the target of the
request, for example a connection maintained on a particular gateway control
server, and the
request is forwarded to the gateway 84 via the connection.
[0134] Thus, in at least some embodiments, a user, network
administrator, or process of the
customer cannot directly initiate connections to or "log in" to the storage
gateway 84, nor can
external persons or processes such as an operator or process on the service
provider 60 network
initiate a connection to the storage gateway 84. This, along with other
aspects of the gateway
security model, may help to protect the security credentials and other
operational information on
the storage gateway 84 from being intentionally or unintentionally compromised
by external
persons or processes.
[0135] In another aspect of the security model, all communications
between the storage
gateway and the storage service during activation and operation of the gateway
may be secured
and encrypted. As noted above, an aspect of the security model is that
communications between
the storage gateway and the storage service are performed over gateway-
initiated secure
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connections (e.g., SSL/TCP connections). An encryption technique, for example
public/private
key encryption, may be used in communications over the gateway-initiated
secure connections.
[0136] Figure 14 is a flowchart that illustrates at least some aspects
of a gateway security
model during activation, configuration, and operation of a storage gateway,
according to at least
some embodiments. As illustrated at 400, a storage gateway may be instantiated
on a customer
network. For example, to instantiate the storage gateway, the storage gateway
may be installed
as a virtual or physical appliance on the service customer's local network or
data center, typically
behind a firewall. For example, in at least some embodiments, the storage
gateway may be
implemented as a virtual appliance that may be downloaded to or otherwise
installed on one or
more computing devices such as server systems on the service customer's local
network.
Alternatively, the storage gateway may be implemented as a dedicated device or
appliance that
may be coupled to the service customer's local network; the dedicated device
or appliance may
include software and/or hardware that implements the functionality of the
storage gateway. As
illustrated at 402, the instantiated storage gateway initiates an activation
process with the service
provider and the customer to identify the gateway and to obtain gateway
security credentials. In
at least some embodiments, the security credentials include a certificate
signed with a gateway-
provided public key. An example activation process is described below in
reference to Figures
15 through 17B. Note that the activation process may be initiated by the
gateway when the
gateway is initially installed on the customer network, and may also be
initiated at other times,
for example when powering on after the gateway device has been powered down
for upgrade,
maintenance, or for some other reason. As indicated at 404 of Figure 14, the
storage gateway
establishes a secure connection to the service provider. An example method for
a gateway-
initiated connection that uses a long polling technique that may be used in at
least some
embodiments is illustrated in Figures 18 through 21. As indicated at 406 of
Figure 14, the
customer configures and operates the storage gateway through a service
provider console
process. An example method for remote gateway management using gateway-
initiated
connections and a long polling technique that may be used in at least some
embodiments is
illustrated in Figures 18 through 21. As illustrated at 408 of Figure 14, the
storage gateway
communicates with the service provider, for example to communicate with a
storage service
process, using the gateway security credentials and possibly other metadata
obtained during the
activation process to identify the gateway to the service provider.
Storage gateway activation process
[0137] Embodiments of a storage gateway may, for example, serve as an on-
premise storage
device and as an interface between a service customer's network and a storage
service provided
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by a service provider. In at least some embodiments, the storage gateway may
be implemented
as a virtual device or appliance that may be downloaded or otherwise installed
on one or more
computing devices such as server systems coupled to a local network
infrastructure of the
customer at a customer data center. Alternatively, the storage gateway may be
implemented as a
dedicated device or appliance that may be coupled to a local network
infrastructure of the
customer. The dedicated device or appliance may include software and/or
hardware that
implements the functionality of the gateway.
[0138] In at least some embodiments, in order to use a storage gateway
after the gateway is
installed, the gateway must be activated with the service provider. This
section describes a
method via which identification, authentication, and authorization of a
storage gateway may be
performed during bootstrapping, or activation, of the storage gateway. In the
gateway activation
method, the storage gateway is identified and associated with the customer's
service provider
account. However, the customer's credentials are not exposed to the storage
gateway during the
activation process. In at least some embodiments, the customer logs into the
customer's account
with the service provider and provides information to the service provider,
including but not
limited to a gateway name, that is used in registering the gateway 84.
However, the customer
does not log in to the storage gateway, and therefore the customer's security
credentials and other
account information are not exposed on the gateway. This may minimize the
security risk for
the customer. In at least some embodiments, the service provider account that
is used by the
customer in the activation process may be the same account that the customer
used to manage
other resources that are provided to the customer by the service provider,
including but not
limited to other storage resources provided by a storage service and
virtualized hardware
resources provided by a hardware virtualization service, as illustrated in
Figure 5.
[0139] Figure 15 is a high-level block diagram of an example networking
environment that
illustrates the service customer and service provider components or entities
that participate in a
gateway activation process, according to at least some embodiments. These
participants may
include, but are not limited to, a storage gateway 84, a network administrator
process 90, a
console process 68, and gateway control 70. A storage gateway 84 may be
installed as a virtual
or physical appliance on a service customers local network or data center
(e.g., client network
80), typically behind a firewall. For example, a storage gateway 84 may be a
virtual appliance
that, for example, executes within a virtual machine, and may be downloaded
and instantiated on
a server device on client network 80. A console process 68 on the service
provider 60 network
may be accessible by or via a network administrator process 90, for example
from a device on
client network 80 or from a device external to client network 80, to sign on
to the customer's
account. For example, the console process 68 may provide a web interface or
some other
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interface via which a network administrator, via network administrator process
90, may sign on
to the respective service customer's account to view and manage the account
and resources
provided by the service provider 60. A gateway control 70 process or plane of
the service
provider 60 network may perform tracking and management functions for one or
more storage
gateway(s) 84 installed at one or more customers of the service provider 60.
Gateway control 70
and console process 68 may, for example, be implemented on one or more server
computer
devices on service provider 60 network. In at least some embodiments, gateway
control 70 may
be implemented as a control plane that includes two or more gateway control
servers to provide
load balancing and high availability.
[0140] Figures 16A and 16B are process flow diagrams that illustrate
interactions among the
components illustrated in Figure 15 during a gateway activation process,
according to at least
some embodiments. The activation process involves two points of interaction
from the
customer's perspective. First, the customer interacts with the gateway 84, as
shown in Figure
16A. Second, the customer interacts with the service provider (SP) console 68,
as shown in
Figure 16B.
[0141] Figure 16A illustrates interactions among the customer
(represented by network
administrator process 90 in Figure 15), gateway 84, and the service provider
(SP) gateway
control 70 during the activation process. After the gateway 84 is installed
and/or powered on, the
gateway 84 generates a public key (e.g., an RSA keypair), and collects
metadata about the
hardware and/or software of the device that the gateway 84 has been installed
on. For example,
the metadata may include an IP address, a MAC address, or other hardware and
software
characteristics of the device. The gateway 84 then publishes the public key
and the metadata, for
example via an HTTP POST, to gateway control 70. In response, gateway control
70 may
generate an activation key, and returns the activation key to the gateway 84.
The activation key
may be a globally unique identifier (GUID), for example an N-bit, randomly
generated number.
Gateway control 70 may store the activation key along with the public key and
the metadata
obtained from the gateway 84.
[0142] After receiving the activation key from gateway control 70, the
gateway 84 advertises
the activation key within the client network 80 at a fixed port (IP address
:port) on the gateway 84
VM or device. The customer, via network administrator process 90, may then
access the fixed
port of the gateway 84 to obtain the activation key; the access is redirected
to the service
provider (SP) console 68 process with the activation key in the query string.
[0143] In at least some embodiments, the activation key is valid for a
fixed time or lifespan
(for example, 30 minutes), after which the activation key expires. In at least
some embodiments,
since the activation key is valid only for a specified lifespan, a background
garbage collection
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process may be provided at the service provider 60 that removes expired
activation keys. In at
least some embodiments, the lifespan for an activation key may be longer on
the service provider
60 side than on the gateway 84 to handle borderline cases (for example, 45
minutes on the
service provider 60 side, 30 minutes on the gateway 84).
[0144] Figure 16B illustrates interaction among the customer (represented
by network
administrator process 90 in Figure 15), service provider (SP) console 68, and
the service provider
(SP) gateway control 70 during the activation process. Once the network
administrator process
90 has obtained the activation key from the gateway 84, the activation key may
be used to add
the gateway 95 to the customer's service provider 60 account. After being
redirected to the SP
console 68, the customer logs in to the account (e.g., via network
administrator process 90), and
the activation key from the query string is used to fetch the metadata that
the gateway 84
published to the gateway control 70. At least some of this metadata is
displayed to the customer
(e.g., via network administrator process 90). The metadata returned from
gateway control 70 to
the SP console 68 and displayed to the customer 90 is the metadata previously
provided to
gateway control 70 by the gateway 84, and may be used to inform the customer
90 about the
gateway 84 to be activated. The displayed metadata may confirm to the customer
90 that the
respective gateway 84 indicated by the metadata is the gateway 84 that has
been installed at the
customer's network. For example, an IP address of the gateway 84 may be
displayed, which the
customer 90 may confirm is the IP address of the gateway 84. In addition, the
credentials (e.g,
customer account number and/or other customer identification information)
obtained from the
customer 90 to log in to the account may be used in authenticating the
customer 90 as the
customer who owns the respective gateway 84 and associating the customer 90
with the
respective gateweay 84.
[0145] The customer 90 may also be prompted, by SP console 68, to enter
additional
information, for example a name for the gateway 84. After viewing and
verifying the displayed
metadata, the customer 90 may authorize registration of the gateway 84 with
gateway control 70
via SP console 68, for example by selecting a "confirm" or "activate" or
"register" user interface
element. When the customer 90 authroizes registration of the gateway 84 via SP
console 68, SP
console 68 may pass the activation key obtained from the custsomer 90 to
gateway control 70.
Customer information such as a customer-supplied name for the gateway 84, the
customer
account ID, and so on, may also be passed to gateway control 70. The customer-
supplied
activation key is matched against the activation key previously provided to
gateway control 70
by gateway 84. The customer information (e.g., the name of the gateway 84) is
stored by
gateway control 70 along with, for example, the metadata previously provided
by the gateway
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[0146] In at least some embodiments, all data exchanged between SP
console 68 and SP
gateway control 70, and between gateway 84 and SP gateway control 70, may be
encrypted. In
at least some embodiments, sensitive data such as the customer's credentials,
access key or secret
key is not passed in the activation process.
[0147] Referring again to Figure 16A, in at least some embodiments, the SP
gateway control
70 is responsible for maintaining all information pertaining to registration
and activation of the
gateway 84. The gateway 84 meanwhile continuously polls SP gateway control 70
asking for
information to generate a certificate signing request (CSR). Once SP gateway
control 70 has
received authorization from the customer 90 via SP console 68 as illustrated
in Figure 16B and
matches the customer-supplied activation key to the activation key provided by
gateway 84, SP
gateway control 70 may respond to the gateway 84 GET request by providing
metadata including
but not limited to at least some of the customer information received from the
customer 90 as
indicated in Figure 16B. The gateway 84 then generates a CSR and sends to SP
gateway control
70. In response to the CSR, SP gateway control 70 generates a certificate and
signs the
certificate with gateway 84's previously provided public key. In at least some
embodiments, the
certificate may contain customer and/or gateway information, for exampe the
customer account
ID and the customer-supplied gateway 84 name. SP gateway control 70 then
responds by sending
the self-signed certificate, encrypted with the public key previously provided
by gateway 84, to
the gateway 84. The certificate may then be used for authentication in future
communications
from the gateway 84 to the service provider 60.
[0148] In at least some embodiments, to help prevent a customer from
activating multiple
gateways 84 using the same activation key, system/hardware-specific
information may also be
included along with the activation key which is published to the SP gateway
control 70 by the
gateway 84.
[0149] Figures 17A and 17B are a flowchart of the activation process from
the perspective of
a storage gateway, according to at least some embodiments. As indicated at 500
of Figure 17A,
after the gateway is installed and/or powered on, the gateway checks
persistent storage to
determine if it has already been activated. For example, the gateway may have
been powered
down for upgrade, maintenance, or for some other reason. If the gateway has
been activated, the
activation process proceeds to element 530 of Figure 17B, where the gateway
may obtain
configuration information from the SP gateway control.
[0150] At 500 of Figure 17A, if the gateway has not been previously
activated, the activation
process proceeds to element 502 of Figure 17A, where the gateway checks if it
has any persisted
customer information for generating a certificate signing request (CSR). If
the gateway has the
persisted customer information, the process proceeds to element 520 of Figure
17B. If the
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gateway does not have the persisted customer information, the process goes to
element 504 of
Figure 17A. At 504, the gateway generates a public key (e.g., an RSA keypair).
The gateway
may also collect metadata about the hardware and/or software of the device
that the gateway has
been installed on. For example, the metadata may include an IP address, a MAC
address, or
other hardware and software characteristics of the device. The gateway then
publishes the public
key and metadata to the SP gateway control, as indicated at 506. At 508, the
gateway receives an
activation key from the SP gateway control. At 510, the gateway advertises the
activation key on
a fixed port (IP address:port) on the service customer's network.
[0151] As indicated at 512 through 516 of Figure 17A, the gateway may
then poll the SP
gateway control for customer information that is required for generating a
CSR. The customer
information may include, but is not limited to, an account ID of the customer
and a customer-
specified name for the gateway. At 512, the gateway may pause, e.g. for a
minute or for some
other period, and then check to see if it has received the information from
the SP gateway
control. At 514, if the information has not been received, then the gateway
checks to see if the
activation key has expired, as indicated at 516. In at least some embodiments,
the activation key
is valid for a fixed time or lifespan (for example, 30 minutes), after which
the activation key
expires. At 516, if the activation key has not expired, then the activation
process returns to
element 512 of Figure 17A to continue polling the SP gateway control. At 516,
if the activation
key has expired, then the activation process returns to element 504 of Figure
17A to obtain a new
activation key from the SP control plane.
[0152] At 514 of Figure 17A, if the customer information has been
received from the SP
gateway control, then the activation process proceeds to element 518 of Figure
17A, where the
gateway stores the customer information to persistent memory. In at least some
embodiments,
the received customer information may be encrypted, and therefore the gateway
may decrypt the
information before storing the information. The process then proceeds to
element 520 of Figure
17B.
[0153] Referring to Figure 17B, at 520, the gateway may check to see if
it already has a
certificate. At 520, if the gateway does already have a certificate, the
process may proceed to
element 530 of Figure 17B, where the gateway may obtain configuration
information from the
SP gateway control. At 520, if the gateway does not have a certificate, the
process proceeds to
element 522. At 522, the gateway generates a CSR and sends the CSR to the SP
control plane.
At 524, the gateway receives a security certificate from the SP control plane
in response to
receiving the CSR; the certificate may serve as security credentials for the
gateway. At 526, the
gateway may disable the advertisement of the activation key (see step 510 of
Figure 17A). At
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528, the gateway may save its current state to persist information
(certificate, customer-specified
gateway name etc.) that has been obtained in the activation process.
[0154] At this point, the activation process is complete. At 530, the
gateway may obtain
configuration information from the SP gateway control. In at least some
embodiments, once the
customer has been notified that the gateway has been successfully activated,
the customer may
configure the installed and activated gateway via the SP console. The SP
console may provide a
user interface, for example a web interface, to which the customer can log on
to the customer's
account, select the gateway (which may be identified by the customer-specified
name), and
specify a configuration for the gateway. In at least some embodiments, the SP
console passes
this configuration on to the SP gateway control, which then configures the
specified gateway via
a connection (e.g., and SSL/TCP connection) initiated by the gateway itself.
Activation key security
[0155] As indicated at 510 of Figure 17A, the activation key is made
available at a public IP
address on the service customer's network, and may be passed unencrypted from
the customer to
the SP console in the query string. Although the activation key has a limited
lifespan and the IP
address is only known to the customer, there is still a short window of time
in which the
activation key is exposed at the IP :Port. While the activation key by itself
is no good without the
metadata that is also published by the gateway to the SP gateway control, the
gateway may be
vulnerable to some extent during this short window of time. In at least some
embodiments, the
customer may utilize security groups or other security measures to help
prevent malicious users
or processes from obtaining an activation key and activating someone else's
gateway. In
addition, since the customer is required to log in to the SP console process
to activate a gateway,
the gateway can be matched with the customer account that attempts to activate
it.
Remote gateway management using gateway-initiated connections
[0156] Embodiments of a storage gateway may, for example, serve as an on-
premise storage
device and as an interface between a service customer's network and a storage
service provided
by a service provider. In at least some embodiments, an installed storage
gateway may be
activated, tracked, configured, and managed remotely via gateway control
technology
implemented at the service provider. Figure 18 is a high-level block diagram
that illustrates
example gateway control architecture that may be employed in at least some
embodiments. In at
least some embodiments, as illustrated in Figure 18, gateway control 70 may
include a group of
two or more gateway control servers 74 (e.g., gateway control servers 74A,
74B, 74C, ...). The
multiple gateway control servers 74 may provide load balancing and high
availability. During
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operation, at a given time, a particular installed and activated storage
gateway 84 on a service
customer's network 80 is connected to a particular one of the gateway control
servers 74.
However, note that the storage gateway 84 may be connected to a different
gateway control
server 74 at some other time.
[0157] A gateway control server 74 that is currently connected to storage
gateway 84 may
manage the storage gateway 84 by sending requests or commands to the storage
gateway 84 via
intermediate network 50. Requests initiated from the gateway control server 74
to manage the
storage gateway 84 may include, but are not limited to, configuration change
requests and
operation requests. However, since the storage gateway 84 may be deployed
behind a client
network 80 firewall, a gateway control server 74 may not be able to reach the
gateway 84 from
outside the firewall unless an exception rule is created for the gateway 84.
In addition, in at least
some embodiments, the security model for the storage gateway 84 may dictate
that external
processes, including but not limited to service provider processes, are not
allowed to initiate
connections to the storage gateway 84.
[0158] In at least some embodiments, to enable a gateway control server 74
to send requests
or commands to storage gateway 84 while enforcing the security model that does
not allow the
service provider to establish connections to the gateway 84, methods and
apparatus for remote
gateway management using gateway-initiated connections are provided. In the
remote gateway
management method, a gateway initiates a connection to the service provider by
sending a
connection request. In at least some embodiments, the connection is
established to a particular
gateway control server 74 via a load balancer 72. However, the gateway 84 does
not send
requests messages to the service provider via the gateway-initiated
connection. Instead, the
service provider (e.g., a gateway control server 74) holds the connection
pending requests to be
sent to the gateway 84, while the gateway 84 waits for a response. Upon
receiving a request for
the gateway 84, for example from a network administrator process 90 or some
other process on
the client network 80 on which the gateway 84 is instantiated, the service
provider (e.g., a
gateway control server 74) sends the request to the gateway 84 via the gateway-
initiated
connection that the service provider (e.g., a gateway control server 74) has
been holding. The
gateway 84 may also send a response to a request to the service provider 80
via the gateway-
initiated connection.
[0159] In at least some embodiments, a gateway control server 74 to
which a connection
from gateway 84 is established (e.g., gateway control server 74A) may register
the connection
with registration service 76. If a gateway control server 74 receives a
request for a gateway 74 to
which it does not hold a connection, the gateway control server 74 may query
the registration
service 76 to find out which gateway control server 74 holds the connection,
and forward the
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request to the gateway control server 74 that holds the connection to the
gateway 84. In some
embodiments, as an alternative, a gateway control server 74 that receives a
request for a gateway
74 to which it does not hold a connection may simply broadcast the request to
two or more other
gateway control servers 84.
[0160] In at least some embodiments, the service provider 80 may employ a
ping process to
monitor the gateway-initiated connections. In the ping process, a gateway
control server 84 that
maintains a connection to a gateway 74 may periodically or aperiodically send
a ping message to
the gateway 84. The gateway 84 responds to the ping message. Upon detecting
that the gateway
84 has not responded to the ping message(s) for some specified time-out
period, the gateway
control server 74 may drop the connection, and may un-register the connection
with the
registration service 76.
[0161] In at least some embodiments, the ping messages may be sent to
the gateway(s) 74 at
periodic intervals. At least some embodiments may adjust the ping intervals
according to the
reliability of the connections to specific gateways 84 so that ping messages
are sent at shorter
intervals to a gateway 84 for which the connection has been unreliable and at
longer intervals to
a gateway for which the connection has been generally reliable. The ping
interval may be
increased over time to a given gateway 84 as the connection remains reliable,
and may be
decreased to a given gateway 84 for which the connection has been unreliable.
[0162] In at least some embodiments, a gateway 84 may detect if its
gateway-initiated
connection has been terminated or dropped. Upon detecting that the connection
has terminated,
the gateway 84 may send another connection request to the service provider 80
to re-establish the
connection. Note that the connection may be re-established to a different
gateway control server
74 than the one that formerly held the connection. In at least some
embodiments, a gateway 84
may determine that its gateway-initiated connection has been dropped by
monitoring the ping
messages and determining that a ping message has not been received over the
connection for a
specified time-out period.
[0163] Thus, in the remote gateway management method, a gateway 84
establishes a
connection to the service provider, anticipating and waiting for request(s)
from the service
provider. The service provider holds the connection pending requests for the
gateway 84. Upon
receiving a request for the gateway 84, the service provider forwards the
request to the respective
gateway over the gateway-initiated connection. The service provider and the
gateway both
monitor and manage the connection so that, if the connection drops for some
reason, the drop is
detected and the gateway 84 re-establishes the connection.
[0164] Figure 19 is a flowchart of a method for remote gateway
management using a
gateway-initiated connection, according to at least some embodiments. As
indicated at 600, the

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gateway establishes a connection to a gateway control server via a connection
request. For
example, the gateway may establish an outbound SSL/TCP connection with the
gateway control
server through a load balancer, as illustrated in Figure 18, via a connection
request. As indicated
at 602 of Figure 19, once the connection to the gateway is established, the
gateway control server
holds on to the connection and keeps the connection alive. As indicated at 604
of Figure 19, the
gateway control server receives a request for the gateway. For example, a
gateway control server
74 may receive a configuration request or operation request for the gateway 84
from the
respective network administrator process 90 via a console process 68, as
illustrated in Figure 18.
After the gateway control server receives the request for the gateway, the
gateway control server
forwards the request to the gateway via the gateway-initiated connection, as
indicated at 606 of
Figure 19.
[0165] Referring again to Figure 18, a service customer may access the
service provider
console 60 to initiate configuration change requests or operation requests for
an indicated storage
gateway 84. For example, a network administrator, via network administrator
process 90. may
send a request to a gateway 84 via a console process 68. The console process
68 may then send
the request to a gateway control server 74 behind load balancer 72. However,
the gateway
control server 72 to which the console process 68 sends the request may not be
the gateway
control server 72 that holds the connection to the respective gateway 84. For
example, gateway
control server 72B may hold the connection to gateway 84, while the request
for gateway 84 may
be sent to gateway control server 72A. Therefore, a gateway control server 72
that receives the
request from console process 68 (e.g., gateway control server 72A) may need to
forward the
request to the gateway control server that holds the connection to the gateway
84 (e.g., gateway
control server 72B) in order to deliver the request to the appropriate gateway
84. Thus, at least
some embodiments may provide a method or methods for a gateway control server
72 (e.g.,
server 72A) to get a request for a particular gateway 84 received from the
console process 68 to
the gateway control server 72 (e.g. server 72B) that currently holds a
connection to the particular
gateway 84 indicated by the request.
[0166] In some embodiments, to accomplish this, a gateway control server
72 (e.g., server
72A) that receives a request for a gateway 84 to which the server 72 does not
hold a connection
may broadcast the request to all of its peer gateway control servers 72.
Figure 20 is a flowchart
of a method for a gateway control server to broadcast a gateway request to its
peer servers,
according to some embodiments. As indicated at 620, when each gateway control
server 72 is
instantiated, the server 72 may register with a registration service 76. When
a gateway control
server 72 exits, the server 72 is unregistered from the registration service
76. The registration
service 76 may, for example, be backed by a database service or a distributed
storage service. As
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indicated at 622, a gateway control server 72 (e.g., server 72A) may receive a
request for a
gateway 84 to which the server 72 does not hold a connection. To broadcast the
request to its
peer gateway control servers 72, the gateway control server 72 (e.g., server
72A) may poll the
registration service 76 to discover its peer gateway control servers 72 (e.g.,
servers 72B and
72C), as indicated at 624. The gateway control server 72 (e.g., server 72A)
may then forward the
gateway request to all of the servers 72 discovered via the registration
service 76, as indicated at
626. The gateway control server 72 that currently holds the connection to the
gateway 84
indicated by the request (e.g., server 72B) may then send the request to the
respective gateway
84.
[0167] Figure 21 is a flowchart of an alternative method for getting a
gateway request to the
appropriate gateway control server, according to at least some embodiments. As
indicated at
640, when a gateway control server 72 (e.g., server 72B) receives a connection
request from a
gateway 84, the server 72 registers the pairing with the gateway 84 in the
registration service 76.
As indicated at 642, a gateway control server 72 (e.g., server 72A) may
receive a request for a
gateway 84 to which the server 72 does not hold a connection. As indicated at
644, the gateway
control server 72 (e.g., server 72A) that receives the request for a gateway
84 to which the server
72 does not hold a connection may then query the registration service 72 to
find out which
gateway control server 72 (e.g., server 72B) currently holds a connection with
the gateway 84,
and may then forward the request to the gateway control server 72 (e.g.,
server 72B) indicated by
the registration service 76, as indicated at 646. The gateway control server
72 that currently
holds the connection to the gateway 84 indicated by the request (e.g., server
72B) may then send
the request to the respective gateway 84 via the gateway-initiated connection.
[0168] In at least some embodiments, when a request is delivered to and
handled by a
gateway 84, a status is returned from the gateway 84 to the gateway control
server 72 that
currently holds the connection to the gateway 84 (e.g., server 72B), which
subsequently returns
the status to the gateway control server 72 from which it previously received
the forwarded
request (e.g., server 72A), which then returns the status to the console
process 68. The console
process 68 may then provide an indication of results of the request to the
customer process (e.g.,
network administrator process 90) that initiated the request. If a request
fails to reach the target
gateway 84 for some reason, for example if the gateway 84 indicated by the
request is
unavailable or cannot be found, the console process 68 may provide an
indication of failure of
the request to the customer process (e.g., network administrator process 90)
that initiated the
request. The customer process may retry the request, if necessary or desired.
[0169] Figure 22 is a flowchart of a method for establishing, monitoring
and maintaining
gateway-initiated connections, according to at least some embodiments. As
indicated at 660, a
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gateway may be instantiated on a client network. As indicated at 662, after
instantiation, the
gateway sends a connection request to the service provider to establish a
secure connection (e.g.,
an SSL (Secure Socket Layer) / TCP connection) to the service provider. In at
least some
embodiments, a gateway control process at the service provider may hold the
connection, and
may register the connection with a registration service, as indicated at 664.
Requests for the
gateway received by the service provider may then be forwarded to the gateway
over the
gateway-initiated connection.
[0170] As indicated at 666, the gateway control process may drop the
connection. For
example, in at least some embodiments, the gateway control process may
periodically or
aperiodically ping the gateway over the connection and may, upon detecting
that the gateway is
not responding to the ping, drop the connection. If registered with a
registration service, the
gateway control process may unregister the connection.
[0171] As indicated at 668, the gateway may detect that the connection
has been dropped.
For example, in at least some embodiments, the gateway control process may
periodically or
aperiodically ping the gateway over the connection. The gateway may detect
that the connection
has been dropped by determining that pings from the service provider are not
being received over
the connection.
[0172] Note that other methods for detecting dropped connections from
either the service
provider side or the client network/gateway side may be employed in some
embodiments.
Gateway proxies
[0173] Figure 18, described above, illustrates a service provider
network that includes a
gateway control 70 implemented as a gateway control plane that includes
multiple gateway
control servers 74. In at least some embodiments, the service provider network
may include a
gateway proxy plane that includes multiple gateway proxy nodes and that may be
used by the
gateway control plane to communicate with storage gateways. The gateway
proxies may be used
to hold and manage the gateway-initiated connections for the gateway control
servers 74. The
gateways 84 initiate connections to the gateway proxies; the gateway proxies
may maintain the
communications channels to the gateways 84, and may help in ensuring the
secure exchange of
messages between the service provider (e.g., the gateway control servers 74)
and the gateways,
as well as helping to prevent misuse such as multiple copies of the same
gateway 84.
Gateway-proxy interactions
[0174] Figure 23A is a block diagram that broadly illustrates an
architecture for a service
provider network that includes a gateway proxy plane, according to at least
some embodiments.
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The gateway proxy plane may include two or more proxy nodes 700, a proxy store
702, a client-
side interface process (CIP) 720 that is exposed to the external network, and
a server-side
interface process (SIP) 710 between the proxy nodes 700 and gateway control
server(s) 74 that is
not exposed to the external network. In some embodiments, the gateway proxies
700 may be
implemented on the same physical devices as the gateway control server(s) 74.
In other
embodiments, the gateway proxies 700 may be implemented on separate devices
than the
gateway control server(s) 74.
[0175] A storage gateway 84 that is installed and activated initiates a
secure connection
request (e.g., an SSL/TCP connection request) to the gateway proxy nodes 700
via the CIP 720.
The proxy node 700 (in this example, proxy node 700B) that receives the
connection request
examines the gateway's certificate associated with the connection request to
find the gateway
identifier and customer account identifier of the gateway 84 that initiated
this connection. The
customer and gateway 84 may be authenticated using the gateway identifier and
customer
account identifier from the certificate. After authenticating the customer and
gateway 84, the
proxy node 700 then publishes to the proxy store 702 that it is the
authoritative proxy 700 to
communicate with the connected gateway 84. The proxies (e.g., proxy 700A and
700B) may
query the proxy store 702 to discover other proxies that currently hold
connections to particular
gateways.
[0176] In at least some embodiments, proxy store 702 may be implemented
as a database.
The database may be either a distributed or a centralized database. In at
least some
embodiments, the proxy store 702 may store the following associations:
(gateway ID, account ID, proxy endpoint)
[0177] When a message is to be sent to a gateway 84, a proxy 700 may
query the proxy store
702 to find which proxy 702 has a connection to the gateway 84. In at least
some embodiments,
there exists only one entry per gateway 84 in the proxy store 702.
Gateway control server-proxy interactions
[0178] Figure 23B illustrates a gateway control server messaging a
gateway through the
gateway proxy plane, according to at least some embodiments. As shown in
Figure 23B, in at
least some embodiments, the gateway control server 74 may have a message that
needs to be sent
to a particular gateway 84. The gateway control server 74 sends the message to
the gateway
proxy nodes 700 via the SIP 710. If the proxy node 700 that receives the
message holds the
connection to the gateway 84, the proxy node 700 forwards the message to the
gateway 84 via
the connection. However, if the proxy node 700 that receives the message does
not hold the
connection to the gateway 84, the proxy node 700 queries the proxy store 702
to determine which
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proxy node 700 holds the connection to the gateway 84, and forwards the
message to the
authoritative proxy node 700 (in this example, proxy 700B). The authoritative
proxy node 700
then forwards the message to the gateway 84 via the connection.
[0179] Figure 23C illustrates a gateway responding to a gateway control
server request
through the gateway proxy plane, according to at least some embodiments. In at
least some
embodiments, a response from gateway 84 to gateway control server 74 may
follow the reverse
path that the request from the gateway control server 74 to the gateway 84
followed as shown in
Figure 23B, starting at the CIP 720 receiving the response from gateway 84.
The CIP 720 sends
the response to the proxy node (proxy 700B) from which it received the
request. Note that proxy
700B does not know which gateway control server 74 the response is for. Proxy
700B completes
the request by sending the response to the proxy node (proxy 700A) from which
it received the
request. Proxy 700A then sends the response to the gateway control server 74
that initiated the
request.
Connection monitoring and management
[0180] In at least some embodiments, a ping process may be implemented
that is used by the
proxies in managing the gateway-initiated connections. In at least some
embodiments, a gateway
84 initiates a secure connection, e.g. an SSL/TCP connection, to a gateway
proxy 700 via the CIP
720, as previously described. The gateway proxy 700 may periodically or
aperiodically send a
ping message to the gateway 84. Each ping message may include a timeout; if
the gateway 84
does not receive a ping within the time interval, it closes the current
connection and re-initiates a
connection via the CIP 720. In at least some embodiments, there is only one
proxy-gateway
mapping in the proxy store 702 at any point in time. If a gateway proxy 700
sends a ping and
does not get a response from the gateway 84, it closes its connection to the
gateway 84.
[0181] In at least some embodiments, on every ping, the gateway proxy 700
checks to see if
it is the authoritative proxy for a given gateway 84 by querying the proxy
store 702 to determine
if another proxy 700 has published a connection to the gateway 84. If it is
not the authoritative
proxy, the proxy 700 closes the connection to the gateway 84. This may handle
cases where
multiple connections to the proxy nodes 700 have been initiated by the same
gateway 84, for
example if the certificate of a gateway 84 has been copied to another gateway
and both gateways
try to initiate connections.
[0182] Figure 23D illustrates ping message exchange for a gateway proxy
plane, according to
at least some embodiments. In at least some embodiments, a ping in relation to
gateway proxies
is an end-to-end ping. A reason for pings is that the TCP "keepalive"
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minimum interval of 2 hours, while embodiments may need to detect connection
timeouts or
terminations at shorter time intervals.
[0183] In at least some embodiments, a ping follows the path as shown in
Figure 23D. A
gateway proxy node (in this example, proxy 700B) sends a ping message via the
SIP 710. The
message hits one of the gateway proxy nodes 700, in this example proxy 700A.
Proxy 700A
finds the authoritative proxy 700 (in this example, proxy 700B) for the
gateway 84 by querying
the proxy store 702, and forwards the pin message to proxy 700B. Proxy 700B
forwards the
message to the gateway 84, and the reply from the gateway 84 follows the same
path. In at least
some embodiments, once proxy 700B gets a reply to a ping from the gateway 84,
it increases its
ping interval to the gateway 84. If a gateway 84 connection breaks, the ping
interval may be
reset to a minimum value. Thus, poor gateway-proxy connections tend to get
pinged more often.
[0184] The end-to-end ping method described above, in which the proxy
700 initiates the
ping message by first sending the ping message to the SIP 710, may help to
ensure that the
gateway proxy nodes 700 are reachable from the control plane. If a ping fails,
the proxy 700
may assume that it is not reachable from the control plane (e.g., due to a
network partition) and
close the connection to the gateway 84.
Remote gateway management using long-polling connections
[0185] In some embodiments, a long polling technique may be used for
gateway-initiated
connections. Referring back to Figure 18, long polling is a polling technique
that emulates an
information push from a server (e.g., a gateway control server 74) to a client
(e.g., the storage
gateway 84). In the long polling technique, a client (e.g., the storage
gateway 84) initiates a long-
polling connection to the server (e.g., a gateway control server 74) and
requests information from
the server as in a standard client/server poll. However, if the server does
not have any
information available for the client, instead of sending an empty response,
the server holds the
client's request and waits for information for the client to become available.
Once the
information becomes available, the server (e.g., a gateway control server 74)
may respond to the
client's long polling request, the response including the information to be
sent to the client (e.g.,
the storage gateway 84).
[0186] In a gateway-initiated connection method that uses long-polling, the
gateway 84
establishes a connection to a gateway control server 74 via a long polling
request. For example,
the gateway 84 may establish an outbound SSL/TCP connection with the gateway
control server
74 through a load balancer 72, as illustrated in Figure 18, via a long polling
request. The
gateway control server 74 holds on to the request and keeps the connection
alive. The gateway
control server 74 receives a request for the gateway 84. For example, a
gateway control server
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74 may receive a configuration request or operation request for the gateway 84
from the
respective network administrator process 90 via a console process 68, as
illustrated in Figure 18.
After the gateway control server 74 receives the request for the gateway 84,
the gateway control
server 74 sends a response to the gateway's long polling request; the response
includes the
request for the gateway 84 (e.g., a configuration request or operation
request). In some
embodiments, as an alternative, the gateway control server 74 may send the
received request to
the gateway 84 on the established connection to the gateway that the gateway
control server is
maintaining without responding to the long polling request.
Block storage I/O operations on a storage gateway
[0187] Embodiments of a storage gateway may be implemented as a cached
gateway or a
shadowing gateway, as previously described. In an example embodiment, a cached
gateway may
be though of as an on-premise block-based appliance that leverages on-premise
(local) storage
for most frequent accessed data and remote storage provided by a storage
service for essentially
infinite total capacity. Figure 6 is a high-level block diagram that broadly
illustrates the
architecture of and data flow in an example network environment in which an
embodiment of a
cached gateway is implemented. A cached gateway may serve as an interface
between a service
customer's local network and a storage service at a service provider's
network. In at least some
embodiments, a cached gateway may expose an iSCSI interface to processes on
the customer
network, although other data interfaces may be exposed in some embodiments. As
such, the
cached gateway may appear as a data interface target (e.g., an iSCSI target)
operating within the
client network, e.g., the cached gateway may appear on the client network as a
storage array.
The cached gateway may, for example, expose logical unit numbers (LUNs), e.g.,
block-based
storage devices such as hard disks, to processes executing on devices within
the client network.
The processes in turn may initiate data sessions (e.g., SCSI sessions) with
LUNs and send data
commands (e.g., SCSI commands) to the cached gateway.
[0188] Figure 24 illustrates a general architecture for and data I/O
operations of a cached
gateway, according to at least some embodiments. In general, in a cached
gateway 800, when
write data is received from a customer process 830, the data is appended to a
write log 814; the
data is later uploaded to the remote data store 820 from the write log 814 by
an upload process.
Metadata for the write data relative to a block, e.g. block location, block
type, offset(s) and
length, may be added to a metadata store 806. In at least some embodiments,
the metadata store
806 may be implemented as a database, for example a Berkeley database (BDB). A
cached
gateway 800 may also locally cache at least some data to a local cache 812,
e.g. frequently and/or
recently used data, which may improve response to customer read requests as
some reads may be
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satisfied from local cache 812 instead of from the remote data store 820.
Local cache 812 may
also be referred to as a read cache. The metadata store 806 may also contain
location and other
information for locally cached read data in local cache 812. While Figure 24
shows an
embodiment in which one metadata store 806 includes both read cache entries
and write cache
entries, in some embodiments the read cache entries and write cache entries
may be maintained
in separate metadata stores 806. In at least some embodiments, data read
requests from customer
processes 830 may be serviced from the write log 814 or local cache 812, if
possible; the
requested data may be fetched from the remote data store 830 if not. Data from
the local cache
812 or the remote data store 830 that is fetched and buffered (e.g., to a
block buffer 804) to
satisfy a read request may be updated with data from the write log 814, if
updates exist in the
write log 814 for the data, before the data is returned to the customer
process 830 to satisfy the
read request.
[0189] In at least some embodiments, both the write log 814 and data
cache 812 may be
implemented in a common, local block-based data store 810. The block data
store 810 may be
implemented in volatile memory, non-volatile memory, or in a combination
thereof The block
data store 810 may be implemented on physical memory within the physical
device on which
cached gateway 800 is implemented, on memory external to the physical device
on which cached
gateway 800 is implemented (e.g., on one or more storage devices allocated to
the gateway 800
by the customer), or on a combination thereof
[0190] Write log data and cached read data may both be stored to the block
data store 810 in
a block storage format, for example as 4MB (four megabyte) blocks. The cached
read blocks in
the block data store 810 may be considered as a read cache, and the write log
blocks in the block
data store may be considered as a write buffer. The metadata store 806 may
contain entries for
locating both read cache 812 blocks and write log 814 blocks in the block data
store 810. Blocks
may be read from the read cache 812 (or from the write log 814) to satisfy
read requests, and
blocks may be uploaded from the write log 814 to the remote data store 820 via
an upload
process. In at least some embodiments, when uploading a write block from the
write log 814, the
uploaded data may be added to the read cache 812 as a new read block. The
uploaded write log
814 blocks may be marked as "free" in the block data store 810, and the
metadata store 806
appropriately updated to reflect the changes to the block data store 810.
[0191] In at least some embodiments, a write request may modify or
mutate only a relatively
small portion of a block. Thus, in at least some embodiments, when uploading a
block from
write log 814, only the mutated portion may be uploaded to remote data store
820, for example
using a data deduplication technique as previously mentioned. In addition, the
write log 814 may
include two or more overlapping writes (i.e., writes to the same logical
block) stored in different
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write log 814 blocks. When uploading write data from the write log 814, the
two or more
overlapping writes may be combined for uploading. This combining may be
performed outside
the data store, e.g. in a block in block buffer 804; the blocks in write log
814 itself are not
mutated.
[0192] As mentioned above, in at least some embodiments, when uploading a
write block
from the write log 814, the uploaded data may be added to the read cache 812
as a new read
block. For at least some cases, for example when a write block includes
numerous mutations
and/or when a large portion of the write block has been mutated, the write
block is simply copied
to the read cache 812 as a new read block, and the metadata store 806 is
updated. However, as
mentioned above, a write request may modify or mutate only a relatively small
portion of a write
log 814 block. Thus, in at least some cases, the respective block may first be
fetched from
remote data store 820, and the fetched block updated with the mutation(s) from
the write log 814,
before adding the block to the read cache 812, to ensure that the entire block
in read cache 812 is
up-to-date. As mentioned, the write log 814 may include two or more
overlapping writes (i.e.,
writes to the same logical block) stored in different write log 814 blocks,
and thus the fetched
block may be updated according to one or more write log 814 blocks. In at
least some
embodiments, the fetched block may be stored to block buffer 804 for updating
from the write
log 804 blocks before being added to the read cache 812.
[0193] Generally, new writes are stored to previously freed write log
814 blocks in the block
data store 810; however, if the block data store 810 is detected as being full
or nearly full, one or
more cached read blocks may be purged to make room for the write data. Note
that read blocks
may be purged from the block data store 810 for other reasons, for example to
clear space for
new read data. Different techniques or policies may be used to purge read
blocks from the block
data store 810 in various embodiments. For example, in some embodiments, a
least recently used
(LRU) policy may be applied to purge the stalest read blocks from the block
data store 810.
[0194] In at least some embodiments, the cached gateway 800 may provide
an interface to
two or more volumes 822 on the remote data store 820. In at least some
embodiments, a separate
write log 814 and read cache 812 may be maintained by the cached gateway 800
for each volume
822. In at least some embodiments, the separate write logs 814 and read caches
812 for two or
more volumes 822 may be implemented in the same block data store 810. However,
in at least
some embodiments, the write logs 814 and read caches 812 for different volumes
822 may be
logically or physically separated on the block data store 810. In addition, in
at least some
embodiments, separate metadata stores 806 may be maintained for the separate
volumes 822.
[0195] While Figure 24 shows read cache 812 and write log 814 as
logically separate in
block data store 810, in at least some embodiments read blocks and write log
blocks for a given
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volume 822 may be physically intermixed in block data store 810. For example,
a first physical
block may be a read block, a second through fifth physical blocks may be write
blocks, the next
two physical blocks may be read blocks, and so on.
[0196] As mentioned, Figure 24 illustrates a general architecture for
and data I/O operations
of a cached gateway, according to at least some embodiments. However, a
storage gateway may
also be configured as a shadowing gateway, for example as illustrated in
Figure 7. Figure 25
illustrates a general architecture for and data I/O operations of a shadowing
gateway, according
to at least some embodiments. A shadowing gateway 801 may include a similar
architecture,
components, and data I/O operations as illustrated and described for cached
gateway 800 in
Figure 24, except that a shadowing gateway 801 does not include a read cache
812 or entries in
metadata store 806 for the read cache 812, and the read-related operations
described above for a
cached gateway are not performed. Write operations for a shadowing gateway may
be similar to
those for a cached gateway, except that writes are not added to a read cache.
In addition, read
and write requests from customer process(es) 830 are forwarded to a local data
store 840. Write
data from the write requests, however, are shadowed to remote data store 820.
In at least some
embodiments, the write data are appended to the write log 814 in block data
store 810, and the
write data in the write log 814 are periodically or aperiodically uploaded to
the remote data store
820, which maintains a snapshot 824 of the primary data store on local data
store 840.
[0197] In at least some embodiments, the write log 814 and write
operations for cached
gateways, for example as illustrated in Figure 24, and for shadowing gateways,
for example as
illustrated in Figure 25, may be optimized for write performance. In at least
some embodiments,
at least some I/O operations of a gateway 800 may use block data store 810 as
a sequential data
store. In particular, the write log 814 may be treated as a sequential data
structure, and write
operations to the write log 814 may be implemented as sequential write
operations. In at least
some embodiments, the write log 814 may be treated as a one-dimensional data
buffer
implemented as a linear or circular queue. For cached gateways, data
downloaded from remote
data store 820 may be stored in read cache 812 separately from the write data
sent from the
customer process(es) 830 to the gateway 800, which is stored in write log 814.
For both cached
gateways and shadowing gateways, write requests may be received from the
customer
process(es) 830 in any order (i.e., the write requests may be non-ordered or
non-sequential), and
write data indicated by the non-ordered write requests received from the
customer process(es)
830 may be of arbitrary sizes and may be directed to arbitrary locations or
offsets in the target
data store. However, the arbitrary write data received from the customer
process(es) 830 in non-
ordered write requests is sequentially written and appended to the write log
814. In at least some
embodiments, the appending may be done at a sub-block level; that is, two or
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write data may be appended within the same block in the write log 814.
Metadata for the updates
to the write log 814, e.g., offset and length of the write data in the write
log 814 blocks as well as
offset in the target data store, is stored to the metadata store 806.
[0198] Figure 26 is a flowchart of a method for writing to a write log
on a block data store,
according to at least some embodiments. Implementing the write log 814 as a
sequential data
structure, for example as a one-dimensional queue, may enable the I/O handler
802 to perform
sequential writes of arbitrary write data received from customer process(es)
830 to the block data
store 810. As indicated at 850, one or more write requests may be received
from a customer
process 830. The write requests may be received in any order (i.e., the write
requests may be
non-ordered), and the write data indicated by the write requests received from
the customer
process(es) 830 may be of arbitrary sizes and may be directed to arbitrary
locations or offsets in
the target data store. As indicated at 852, sequential writes may be performed
to sequentially
write the arbitrary write data to the write log 814 on block data store 810.
As indicated at 854,
the data in the sequential writes to the block data store 810 may be written
to contiguous
locations in the block data store 810, for example in contiguous locations
(e.g., sectors) on a disk
storage device that implements the block data store 810. Note that contiguous
locations may be,
but are not necessarily, within the same write log block. Using sequential
writes to a storage
device may reduce or eliminate the need to perform random sector seeks on the
underlying
storage device. Performing random sector seeks negatively impacts I/O
operations. For example,
disk I/O throughput may be increased by 10x to 100x by using contiguous writes
when compared
to non-sequential, non-contiguous writes that require random sector seeks. As
indicated at 856,
the metadata store 806 may be appropriately updated to reflect the writes to
the write log 814. In
at least some embodiments, metadata for the writes may be sequentially added
to the metadata
store 806, which may allow reading of the metadata store 806 by processes that
need to access
data in the write log 814 more efficient than if the metadata was more
randomly added to the
metadata store 806.
[0199] In at least some embodiments, it may not always be possible to
write all write log 814
data to contiguous locations in the block data store 810. For example, there
may be a read cache
812 block between two write log 814 blocks. Thus, at 854, embodiments may
attempt to write
the write log 814 data to contiguous locations as much as possible, but may
have to skip some
locations (e.g., blocks) if the locations are marked as being used. The
metadata store 806 is
appropriately updated so that the write log 814 data can be located, even if
the data are not stored
in contiguous blocks.
[0200] As described above, logically, the arbitrary write data is
appended to the end of the
write log. To implement this, in at least some embodiments, the block buffer
804 is reserved in
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blocks of the same size used in the write log 814 (e.g., 4MB blocks). An
allocated buffer block
is appended to until full. Another buffer block may be allocated for appending
new write data;
full buffer blocks may be asynchronously and sequentially flushed to the write
log 814 on the
block data store. Full blocks in the write log 814 may be asynchronously and
sequentially
uploaded to the remote data store 820 by the upload interface; uploaded blocks
from the write log
814 may be marked as "free".
[0201] In cached gateway implementations as illustrated in Figure 24, to
maintain data
consistency, read data may need to be merged with write data before the
gateway 800 returns the
requested data to a customer process 830. Figure 27 is a flowchart of a method
for satisfying a
read request, according to at least some embodiments of a cached gateway. As
indicated at 860,
a read request is received from a customer process 830. In at least some
embodiments, when a
read request is received from a customer process 830, the gateway 800 looks up
the data range of
the read in the metadata store 806 to determine if there is data in the write
log 814 that overlaps
the read range. At 862 of Figure 27, if overlapping data is found in the write
log 814 that fully
covers the read range, the data from the write log 814 may be used to directly
satisfy the read
request, as indicated at 864. Otherwise, at 866 of Figure 27, if overlapping
data is found in the
write log 814 that partially covers the read range, the read cache 812 may be
checked to see if
data is present for the data range, as indicated at 868. If data is in the
read cache 812, then one or
more data block(s) may be fetched from the read cache 812, as indicated at
870. Otherwise, one
or more blocks may be fetched from remote data store 820, as indicated at 872.
Note that, in
some embodiments, blocks may be fetched from both the read cache and remote
data store 820 to
satisfy some read requests. At 874 of Figure 27, the fetched data blocks may
then be updated
with mutated data from the write log 814. At 876 of Figure 27, the mutated
data may be returned
to the requesting process 830 to satisfy the read request. In some
embodiments, the updated
blocks may be added to the read cache 812, as indicated at 878 of Figure 27.
[0202] In some embodiments, blocks read from the remote data store 820
to satisfy a read
request may be added to the read cache 812 and updated from the write log 814
prior to sending
the blocks to the requesting process 830. Alternatively, the blocks may be
buffered, for example
to block buffer 804, and updated in the buffer. The updated blocks may then be
sent from the
buffer 804 to the requesting process 830 and added to the read cache 814 from
buffer 804.
[0203] In some embodiments, blocks in read cache 812 that are to be used
to satisfy a read
request may be updated in place with data from the write log 814 and then sent
from the read
cache 812 to the requesting process 830 to satisfy the read request.
Alternatively, the blocks may
be read from the read cache 812 and buffered, for example to block buffer 804,
and updated in
the buffer. The updated blocks may then be sent from the buffer 804 to the
requesting process
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830 and added to the read cache 814 from buffer 804. The previous versions of
the blocks in the
read cache 812 that were read into the buffer may be marked as free and/or
overwritten by the
newly updated blocks.
[0204] At 866 of Figure 27, if no overlapping data is found in the write
log 814, the read
cache 812 may be checked to see if the read request can be satisfied from the
read cache 812, as
indicated at 880 of Figure 27. At 880 of Figure 27, if the read request can be
satisfied from the
read cache 812, then data from the read cache 812 may be returned to the
customer process 830
to satisfy the read request, as indicated at 882 of Figure 27. At 880 of
Figure 27, if the read
request cannot be satisfied from the read cache 812, one or more data block(s)
may be fetched
from remote data store 820, as indicated at 884 of Figure 27. Data from the
fetched blocks may
be returned to the customer process 830 to satisfy the read request, as
indicated at 886 of Figure
27. In some embodiments, the blocks fetched from remote data store 820 to
satisfy a read
request may be added to the read cache 812, as indicated at 888 of Figure 27.
[0205] In at least some embodiments, a gateway 800 may allow customers
to request, a
snapshot of the write log 814 to be taken and uploaded to the remote data
store 820, for example
through a console process provided by the service provider. In addition, or
instead, the gateway
800 may periodically or aperiodically automatically take and upload a snapshot
of the write log
814 to the remote data store 820. Uploading a snapshot of the write log 814
may, for example,
provide protection of data from hardware and software failures. In at least
some embodiments,
the snapshot is a point-in-time snapshot; only mutated data that is in the
write log at the time the
snapshot is requested is uploaded in the snapshot. In at least some
embodiments, for cached
gateway implementations, when the mutated data is uploaded, the locally stored
read cache 812
may also be updated with at least some of the data being uploaded so that the
data does not need
to be downloaded from the remote data store 820 for future reads. After the
mutated data is
uploaded to the remote data store 820, the data in the write log 814 and the
corresponding data in
the metadata store 806 can be discarded (e.g., marked as "free"), and the
space can be reused.
Coalescing write data for upload to the remote data store
[0206] As previously described, write log blocks may be periodically or
aperiodically
uploaded to the remote data store. In at least some embodiments, a data
deduplication technique
may be used in uploading the write log blocks. However, the described data
deduplication
technique operates during the upload process on whatever data is in the
block(s) that are staged
to be uploaded. Since arbitrary writes from the customer process(es) are
sequentially appended
to the write log, and the customer process(es) may write more than once to the
same location in
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the target data store, a write log block or blocks may include more than one
write directed to the
same location (e.g., offset and/or range) of the target data store.
[0207] Thus, at least some embodiments may implement a pre-upload
coalescing technique
for the write data in the write log blocks. In this technique, the metadata
for a write log block (or
blocks) being staged for uploading may be examined to determine if there is
more than one write
in the write log block(s) directed to the same location in the target data
store. If there is more
than one write to given location, then the earlier write(s) may be suppressed
when building a
buffer block to be uploaded. Thus, a block that is passed to the upload
process for uploading,
e.g. according to the data deduplication technique, may include only one write
(the most recent
write) to a given location, rather than possibly two or more writes to the
same location that may
be present if the pre-upload coalescing technique was not applied.
Illustrative system
[0208] In at least some embodiments, a computer system that implements a
portion or all of
one or more of the storage gateway technologies as described herein, may
include a general-
purpose computer system that includes or is configured to access one or more
computer-
accessible media, such as computer system 3000 illustrated in Figure 28. In
the illustrated
embodiment, computer system 3000 includes one or more processors 3010 coupled
to a system
memory 3020 via an input/output (I/O) interface 3030. Computer system 3000
further includes a
network interface 3040 coupled to I/O interface 3030.
[0209] In various embodiments, computer system 3000 may be a
uniprocessor system
including one processor 3010, or a multiprocessor system including several
processors 3010
(e.g., two, four, eight, or another suitable number). Processors 3010 may be
any suitable
processors capable of executing instructions. For example, in various
embodiments, processors
3010 may be general-purpose or embedded processors implementing any of a
variety of
instruction set architectures (ISAs), such as the x86, PowerPC, SPARC, or MIPS
ISAs, or any
other suitable ISA. In multiprocessor systems, each of processors 3010 may
commonly, but not
necessarily, implement the same ISA.
[0210] System memory 3020 may be configured to store instructions and
data accessible by
processor(s) 3010. In various embodiments, system memory 3020 may be
implemented using
any suitable memory technology, such as static random access memory (SRAM),
synchronous
dynamic RAM (SDRAM), nonvolatile/Flash-type memory, or any other type of
memory. In the
illustrated embodiment, program instructions and data implementing one or more
desired
functions, such as those methods, techniques, and data described above for
storage gateway
technologies, are shown stored within system memory 3020 as code 3025 and data
3026.
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[0211] In one embodiment, I/O interface 3030 may be configured to
coordinate I/O traffic
between processor 3010, system memory 3020, and any peripheral devices in the
device,
including network interface 3040 or other peripheral interfaces. In some
embodiments, I/O
interface 3030 may perform any necessary protocol, timing or other data
transformations to
convert data signals from one component (e.g., system memory 3020) into a
format suitable for
use by another component (e.g., processor 3010). In some embodiments, I/O
interface 3030 may
include support for devices attached through various types of peripheral
buses, such as a variant
of the Peripheral Component Interconnect (PCI) bus standard or the Universal
Serial Bus (USB)
standard, for example. In some embodiments, the function of I/O interface 3030
may be split
into two or more separate components, such as a north bridge and a south
bridge, for example.
Also, in some embodiments some or all of the functionality of I/O interface
3030, such as an
interface to system memory 3020, may be incorporated directly into processor
3010.
[0212] Network interface 3040 may be configured to allow data to be
exchanged between
computer system 3000 and other devices 3060 attached to a network or networks
3050, such as
other computer systems or devices as illustrated in the other Figures
described herein, for
example. In various embodiments, network interface 3040 may support
communication via any
suitable wired or wireless general data networks, such as types of Ethernet
network, for example.
Additionally, network interface 3040 may support communication via
telecommunications/telephony networks such as analog voice networks or digital
fiber
communications networks, via storage area networks such as Fibre Channel SANs,
or via any
other suitable type of network and/or protocol.
[0213] In some embodiments, system memory 3020 may be one embodiment of
a computer-
accessible medium configured to store program instructions and data as
described above in
reference to the other Figures for implementing embodiments of storage gateway
technologies.
However, in other embodiments, program instructions and/or data may be
received, sent or
stored upon different types of computer-accessible media. Generally speaking,
a computer-
accessible medium may include non-transitory storage media or memory media
such as magnetic
or optical media, e.g., disk or DVD/CD coupled to computer system 3000 via I/O
interface 3030.
A non-transitory computer-accessible storage medium may also include any
volatile or non-
volatile media such as RAM (e.g. SDRAM, DDR SDRAM, RDRAM, SRAM, etc.), ROM,
etc,
that may be included in some embodiments of computer system 3000 as system
memory 3020 or
another type of memory. Further, a computer-accessible medium may include
transmission
media or signals such as electrical, electromagnetic, or digital signals,
conveyed via a
communication medium such as a network and/or a wireless link, such as may be
implemented
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Conclusion
[0214] Various embodiments may further include receiving, sending or
storing instructions
and/or data implemented in accordance with the foregoing description upon a
computer-
accessible medium. Generally speaking, a computer-accessible medium may
include storage
media or memory media such as magnetic or optical media, e.g., disk or DVD/CD-
ROM, volatile
or non-volatile media such as RAM (e.g. SDRAM, DDR, RDRAM, SRAM, etc.), ROM,
etc, as
well as transmission media or signals such as electrical, electromagnetic, or
digital signals,
conveyed via a communication medium such as network and/or a wireless link.
[0215] The various methods as illustrated in the Figures and described
herein represent
exemplary embodiments of methods. The methods may be implemented in software,
hardware,
or a combination thereof. The order of method may be changed, and various
elements may be
added, reordered, combined, omitted, modified, etc.
[0216] Various modifications and changes may be made as would be obvious
to a person
skilled in the art having the benefit of this disclosure. It is intended to
embrace all such
modifications and changes and, accordingly, the above description to be
regarded in an
illustrative rather than a restrictive sense.
[0217] Various embodiments can be described in view of the following
clauses:
1. A method, comprising:
initiating, by a storage gateway on a customer network, a process that
registers the
storage gateway with a service provider that provides a remote data store to
customers of the service provider;
receiving, by the storage gateway, configuration information that specifies
that the
storage gateway is to serve as a shadowing gateway on the customer network,
wherein a shadowing gateway shadows data stored on a local data store within
the
customer network to the remote data store, wherein the local data store serves
as
the primary data store for the data;
the storage gateway configuring as a shadowing gateway on the customer network
in
response to the configuration information;
receiving, by the storage gateway from one or more processes on the customer
network,
read requests and write requests directed to the primary data store;
for the read requests, passing the read requests to the primary data store;
and
for the write requests:
passing the write requests to the primary data store; and
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sending write data indicated by the write requests to the service provider to
update
a snapshot of the primary data store on the remote data store with the write
data.
2. The method as recited in clause 1, further comprising the storage
gateway
initiating a bootstrapping process that uploads at least a portion of the data
stored on the local
data store to the service provider to make the snapshot of the primary data
store consistent with
the primary data store.
3. The method as recited in clause 2, wherein receiving the read requests
and the
write requests, passing the read requests and the write to the primary data
store, and ending write
data indicated by the write requests to the service provider are performed by
the storage gateway
concurrently with the bootstrapping process.
4. The method as recited in clause 1, further comprising:
the gateway process entering a pass-through mode in which said sending write
data
indicated by the write requests to the service provider is suspended for a
period;
the gateway process exiting the pass-through mode; and
subsequent to said exiting the pass-through mode, the gateway process
uploading at least
a portion of the data stored on the local data store to the service provider
to make
the snapshot of the primary data store consistent with the primary data store.
5. The method as recited in clause 1, wherein the one or more processes on
the
customer network initiate the read requests and the write requests to one or
more data ports
exposed by the storage gateway on the customer network.
6. The method as recited in clause 1, wherein said sending the write data
to the
service provider is performed asynchronously to said passing the read requests
and the write
requests to the local data store and to returning responses to the read
requests and the write
requests from the local data store to the one or more processes.
7. The method as recited in clause 1, wherein the local data store
comprises one or
more storage devices, the method further comprising restoring at least some
data on at least one
of the one or more storage devices from the snapshot of the primary data store
on the remote data
store.
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8. The method as recited in clause 1, wherein said sending write data
indicated by
the write requests to the service provider comprises:
buffering the write data to a write log; and
uploading, by an upload component of the storage gateway, the buffered write
data to a
corresponding upload component of the service provider.
9. The method as recited in clause 1, wherein the remote data store is
provided by a
storage service of the service provider, and wherein said sending write data
indicated by the write
requests to the service provider comprises the storage gateway sending the
write data according
to an interface to the storage service.
10. A device, comprising:
at least one processor; and
a memory comprising program instructions, wherein the program instructions are
executable by the at least one processor to implement a gateway process
operable
to:
receive, from one or more processes on a customer network, read requests and
write requests directed to a local data store on the customer network;
pass the read requests and the write requests to the local data store; and
send write data indicated by the write requests to a service provider to
update a
snapshot of the local data store maintained on a remote data store by the
service provider with the write data.
11. The
device as recited in clause 10, wherein the gateway process is operable to
upload at least a portion of the data stored on the local data store to the
service provider to make
the snapshot of the local data store consistent with the local data store.
12. The device as recited in clause 10, wherein the one or more processes
on the
customer network initiate the read requests and the write requests to one or
more data ports
exposed by the storage gateway on the customer network.
13. The device as recited in clause 10, wherein the gateway process is
operable to
perform said sending the write data to the service provider asynchronously to
said passing the
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read requests and the write requests to the local data store and to returning
responses to the read
requests and the write requests from the local data store to the initiating
processes.
14. The device as recited in clause 10, wherein the gateway process is
further
operable to initiate a process that registers the gateway process with the
service provider.
15. The device as recited in clause 14, wherein the gateway process is
further
operable to configure as a shadowing gateway according to configuration
information received
from the storage service, wherein a shadowing gateway shadows data stored on a
local data store
to a remote data store.
16. The device as recited in clause 10, wherein the gateway process is
further
operable to restore at least some data in the local data store from the
snapshot of the local data
store.
17. The device as recited in clause 10, wherein, to send write data
indicated by the
write requests to a service provider, the gateway process is further operable
to:
buffer the write data to a write log; and
upload the buffered write data from the write log to the service provider.
18. The device as recited in clause 17, wherein said uploading is performed
according
to a data deduplication technique.
19. The device as recited in clause 10, wherein the remote data store is
provided by a
storage service of the service provider, and wherein, to send write data to
the service provider,
the gateway process is further operable to send the write data in a format
specified by an
interface of the storage service.
20. The device as recited in clause 10, wherein the snapshot of the local
data store is
maintained on the remote data store by the service provider in a block format,
and wherein, to
send write data indicated by the write requests to a service provider, the
gateway process is
further operable to upload blocks of data modified by the write data to the
service provider.
21. The device as recited in clause 20, wherein said uploading the blocks
is performed
according to a data deduplication technique.
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22. A non-transitory computer-accessible storage medium storing program
instructions computer-executable to implement a gateway process operable to:
configure as a shadowing gateway on a customer network according to
configuration
information received from a service provider, wherein a shadowing gateway
shadows data stored on a local data store to a remote data store maintained by
the
service provider;
wherein, to shadow data stored on the local data store to the remote data
store, the
gateway process is operable to:
receive write requests directed to the local data store from one or more
processes
on the customer network; and
upload write data indicated by the write requests to the service provider to
update
a snapshot of the local data store maintained on the remote data store by
the service provider with the write data.
23. The non-transitory computer-accessible storage medium as recited in
clause 22,
wherein, subsequent to said configuring, the gateway process is operable to
upload at least a
portion of the data stored on the local data store to the service provider to
make the snapshot of
the local data store consistent with the local data store.
24. The non-transitory computer-accessible storage medium as recited in
clause 22,
wherein the gateway process is further operable to receive and process read
requests directed to
the local data store.
25. The non-transitory computer-accessible storage medium as recited in
clause 24,
wherein the one or more processes on the customer network initiate the read
requests and the
write requests to one or more data ports exposed by the storage gateway on the
customer
network.
26. The non-transitory computer-accessible storage medium as recited in
clause 24,
wherein the gateway process is further operable to pass the write requests to
the local data store,
and wherein the gateway process is operable to perform said uploading the
write data to the
service provider asynchronously to said passing the write requests to the
local data store and to
said processing the read requests.
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27. The non-transitory computer-accessible storage medium as recited in
clause 22,
wherein, to upload write data indicated by the write requests to the service
provider, the gateway
process is further operable to:
buffer the write data to a write log; and
upload the buffered write data from the write log to the service provider
according to a
data deduplication technique.
28. The non-transitory computer-accessible storage medium as recited in
clause 22,
wherein, to upload write data to the service provider, the gateway process is
further operable to
upload the write data according to a Web service interface of the service
provider.
29. The non-transitory computer-accessible storage medium as recited in
clause 22,
wherein, to upload write data to the service provider, the gateway process is
further operable to
upload blocks of data modified by the write data to the service provider.
30. The non-transitory computer-accessible storage medium as recited in
clause 29,
wherein said uploading is performed according to a data deduplication
technique.
61

Representative Drawing
A single figure which represents the drawing illustrating the invention.
Administrative Status

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Administrative Status

Title Date
Forecasted Issue Date 2017-04-04
(86) PCT Filing Date 2012-06-29
(87) PCT Publication Date 2013-01-03
(85) National Entry 2013-12-24
Examination Requested 2013-12-24
(45) Issued 2017-04-04

Abandonment History

There is no abandonment history.

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Payment History

Fee Type Anniversary Year Due Date Amount Paid Paid Date
Request for Examination $800.00 2013-12-24
Registration of a document - section 124 $100.00 2013-12-24
Application Fee $400.00 2013-12-24
Maintenance Fee - Application - New Act 2 2014-06-30 $100.00 2014-06-02
Maintenance Fee - Application - New Act 3 2015-06-29 $100.00 2015-06-03
Maintenance Fee - Application - New Act 4 2016-06-29 $100.00 2016-06-03
Final Fee $300.00 2017-02-16
Maintenance Fee - Patent - New Act 5 2017-06-29 $200.00 2017-06-26
Maintenance Fee - Patent - New Act 6 2018-06-29 $200.00 2018-06-25
Maintenance Fee - Patent - New Act 7 2019-07-02 $200.00 2019-06-21
Maintenance Fee - Patent - New Act 8 2020-06-29 $200.00 2020-06-19
Maintenance Fee - Patent - New Act 9 2021-06-29 $204.00 2021-06-25
Maintenance Fee - Patent - New Act 10 2022-06-29 $254.49 2022-06-24
Maintenance Fee - Patent - New Act 11 2023-06-29 $263.14 2023-06-23
Owners on Record

Note: Records showing the ownership history in alphabetical order.

Current Owners on Record
AMAZON TECHNOLOGIES, INC.
Past Owners on Record
None
Past Owners that do not appear in the "Owners on Record" listing will appear in other documentation within the application.
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Document
Description 
Date
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Number of pages   Size of Image (KB) 
Abstract 2013-12-24 2 78
Claims 2013-12-24 3 112
Drawings 2013-12-24 28 423
Description 2013-12-24 61 4,059
Representative Drawing 2013-12-24 1 12
Cover Page 2014-02-12 2 50
Description 2016-01-08 61 4,037
Claims 2016-01-08 3 120
Prosecution Correspondence 2015-01-06 2 55
PCT 2013-12-24 15 979
Assignment 2013-12-24 11 279
Prosecution-Amendment 2013-12-24 1 43
Amendment 2016-01-08 13 633
Examiner Requisition 2015-07-08 5 295
Amendment 2016-03-02 3 79
Final Fee 2017-02-16 2 46
Representative Drawing 2017-03-02 1 6
Cover Page 2017-03-02 2 51